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
76
$263K 0.22%
626
77
$261K 0.22%
2,730
-15
78
$260K 0.22%
474
+4
79
$257K 0.22%
3,380
+761
80
$254K 0.21%
5,026
81
$253K 0.21%
13,189
-39
82
$252K 0.21%
1,481
+209
83
$244K 0.2%
258
+18
84
$242K 0.2%
1,154
-83
85
$237K 0.2%
+758
86
$237K 0.2%
6,048
87
$236K 0.2%
+5,651
88
$234K 0.2%
1,861
+219
89
$234K 0.2%
+3,793
90
$233K 0.2%
+1,155
91
$232K 0.19%
1,547
+186
92
$227K 0.19%
727
+93
93
$227K 0.19%
1,405
+72
94
$225K 0.19%
+4,587
95
$225K 0.19%
+2,024
96
$224K 0.19%
+1,412
97
$224K 0.19%
4,407
+2
98
$223K 0.19%
+1,809
99
$223K 0.19%
+3,149
100
$221K 0.19%
1,849
+3
1 2 3
4
5