AIA

Accelerate Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$690K
3
+$687K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$614K
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$568K

Top Sells

1
+$587K
2
+$422K
3
+$317K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$272K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$269K

Sector Composition

1 Technology 7.97%
2 Consumer Discretionary 3.8%
3 Financials 3.08%
4 Energy 2.4%
5 Communication Services 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.21%
2,866
+34
77
$286K 0.21%
12,312
-1,016
78
$286K 0.21%
4,122
+329
79
$284K 0.21%
505
+31
80
$282K 0.21%
+8,567
81
$278K 0.21%
1,528
+116
82
$276K 0.21%
+3,003
83
$275K 0.2%
3,370
-10
84
$274K 0.2%
+1,270
85
$273K 0.2%
+2,057
86
$273K 0.2%
1,785
-222
87
$271K 0.2%
+1,857
88
$260K 0.19%
1,629
+148
89
$258K 0.19%
836
+123
90
$258K 0.19%
+5,340
91
$255K 0.19%
2,829
+99
92
$253K 0.19%
6,048
93
$249K 0.19%
13,030
-159
94
$249K 0.19%
568
-4
95
$246K 0.18%
1,944
-150
96
$244K 0.18%
+8,465
97
$244K 0.18%
4,808
-218
98
$241K 0.18%
+937
99
$231K 0.17%
+5,335
100
$231K 0.17%
220
-38
2 3
4
5 6