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
101
– –
-2,785
102
– –
-3,438
103
– –
-7,121
104
– –
-1,783
1 2 3 4
5