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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$10.7M
3 +$9.6M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$5.64M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Consumer Discretionary 3.11%
3 Energy 2.71%
4 Financials 1.7%
5 Communication Services 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$217K 0.21%
+245
77
$216K 0.21%
+1,239
78
$214K 0.21%
+1,615
79
$212K 0.21%
+10,310
80
$210K 0.21%
+425
81
$206K 0.2%
+2,685
82
$200K 0.2%
+2,785
83
$197K 0.19%
+13,717
84
$10.9K 0.01%
+10,080