AIA

Accelerate Investment Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$529K
3
+$386K
4
GLD icon
SPDR Gold Trust
GLD
+$385K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$371K

Top Sells

1
+$524K
2
+$405K
3
+$396K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$374K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$336K

Sector Composition

1 Technology 7.76%
2 Financials 3.72%
3 Energy 3.44%
4 Consumer Discretionary 3.33%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.35%
7,654
-492
52
$417K 0.35%
8,224
-4,438
53
$411K 0.34%
6,198
+1,053
54
$394K 0.33%
641
-4
55
$376K 0.31%
4,273
-1,171
56
$375K 0.31%
25,937
+11,421
57
$351K 0.29%
1,735
+649
58
$348K 0.29%
4,849
+2
59
$343K 0.29%
732
+251
60
$333K 0.28%
2,007
+224
61
$330K 0.28%
941
+103
62
$324K 0.27%
12,200
-10,346
63
$324K 0.27%
12,930
-9,512
64
$317K 0.27%
1,430
+416
65
$312K 0.26%
3,550
+531
66
$311K 0.26%
1,430
+242
67
$309K 0.26%
+13,328
68
$307K 0.26%
+12,336
69
$296K 0.25%
545
70
$291K 0.24%
6,516
+1,098
71
$285K 0.24%
2,832
+34
72
$284K 0.24%
+4,886
73
$282K 0.24%
1,209
+297
74
$272K 0.23%
+1,111
75
$269K 0.23%
+7,418
1 2
3
4 5