AIA
Accelerate Investment Advisors Portfolio holdings
AUM
$134M
1-Year Return
15.06%
This Quarter Return
-0.72%
1 Year Return
+15.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$6.05M
(+5.3%)
Cap. Flow
+$7.95M
Cap. Flow
% of AUM
6.65%
Top 10 Holdings %
Top 10 Hldgs %
53.75%
Holding
124
New
24
Increased
65
Reduced
19
Closed
9
Top Buys
| 1 |
KBDC
Kayne Anderson BDC
KBDC
|
$678K |
| 2 |
iShares S&P 100 ETF
OEF
|
$529K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$386K |
| 4 |
SPDR Gold Trust
GLD
|
$385K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$371K |
Top Sells
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Financials | 3.72% |
| 3 | Energy | 3.44% |
| 4 | Consumer Discretionary | 3.33% |
| 5 | Healthcare | 1.99% |
