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
$113M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$587K
3
+$517K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$490K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$427K

Top Sells

1
+$682K
2
+$349K
3
+$242K
4
PLD icon
Prologis
PLD
+$225K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$223K

Sector Composition

1 Technology 7.95%
2 Consumer Discretionary 3.74%
3 Energy 2.87%
4 Financials 2.23%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.22%
13,228
-135
77
$244K 0.21%
+1,014
78
$243K 0.21%
+6,048
79
$238K 0.21%
3,381
+518
80
$236K 0.21%
5,418
+568
81
$232K 0.2%
1,009
+33
82
$231K 0.2%
+994
83
$231K 0.2%
1,846
+9
84
$225K 0.2%
+912
85
$225K 0.2%
+1,086
86
$223K 0.2%
+634
87
$220K 0.19%
1,237
+127
88
$218K 0.19%
1,188
+248
89
$217K 0.19%
2,745
+60
90
$213K 0.19%
+1,272
91
$212K 0.19%
1,642
+27
92
$211K 0.19%
+4,405
93
$209K 0.18%
1,817
-184
94
$209K 0.18%
14,516
+799
95
$209K 0.18%
+519
96
$207K 0.18%
+1,361
97
$206K 0.18%
+618
98
$202K 0.18%
2,619
-3,132
99
$193K 0.17%
10,432
+122
100
$13.5K 0.01%
10,080
1 2 3
4
5