AIA

Accelerate Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.05M
3
+$872K
4
OEF icon
iShares S&P 100 ETF
OEF
+$454K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$412K

Top Sells

1
+$990K
2
+$742K
3
+$499K
4
IYW icon
iShares US Technology ETF
IYW
+$390K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$368K

Sector Composition

1 Technology 8.27%
2 Consumer Discretionary 3.86%
3 Financials 2.78%
4 Communication Services 2.17%
5 Energy 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.31%
2,056
+182
52
$457K 0.31%
669
-2
53
$443K 0.3%
1,729
+18
54
$414K 0.28%
2,113
-2,133
55
$413K 0.28%
1,785
+3
56
$407K 0.28%
545
57
$400K 0.27%
4,038
-12
58
$386K 0.26%
404
59
$384K 0.26%
790
-17
60
$382K 0.26%
2,459
+91
61
$371K 0.25%
4,431
+38
62
$362K 0.25%
894
-30
63
$354K 0.24%
+1,694
64
$353K 0.24%
6,970
-774
65
$344K 0.23%
735
66
$337K 0.23%
726
67
$337K 0.23%
1,815
+30
68
$332K 0.23%
3,226
-71
69
$325K 0.22%
5,828
+18
70
$320K 0.22%
938
-40
71
$312K 0.21%
9,790
-3,044
72
$311K 0.21%
1,861
+4
73
$311K 0.21%
1,033
+96
74
$310K 0.21%
1,100
-291
75
$304K 0.21%
6,570
-237
1 2
3
4 5