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AIA

Accelerate Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
-0.72%
1 Year Est. Return
+17.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$6.05M
Cap. Flow
+$8.08M
Cap. Flow %
6.77%
Top 10 Hldgs %
53.75%
Holding
124
New
24
Increased
65
Reduced
19
Closed
9

Top Buys

Rank Stock Value
1
KBDC
Kayne Anderson BDC
KBDC
+$707K
2
OEF icon
iShares S&P 100 ETF
OEF
+$561K
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$404K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$377K
5
GLD icon
SPDR Gold Trust
GLD
+$353K

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$517K
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$405K
3
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$396K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$374K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$342K

Sector Composition

Rank Sector Weight
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
MO icon
101
Altria Group
MO
$114B
$220K 0.18%
+3,665
New +$200K
ABT icon
102
Abbott
ABT
$185B
$219K 0.18%
+1,648
New +$210K
ADP icon
103
Automatic Data Processing
ADP
$107B
$218K 0.18%
+713
New +$215K
XLK icon
104
State Street Technology Select Sector SPDR ETF
XLK
$117B
$216K 0.18%
2,094
+106
+5% +$12K
SCHB icon
105
Schwab US Broad Market ETF
SCHB
$43.9B
$213K 0.18%
+9,904
New +$225K
VUG icon
106
Vanguard Morningstar Growth ETF
VUG
$225B
$212K 0.18%
3,432
-3,366
-50% -$227K
IJH icon
107
iShares Core S&P Mid-Cap ETF
IJH
$124B
$210K 0.18%
3,593
-444
-11% -$27.6K
CB icon
108
Chubb
CB
$134B
$208K 0.17%
+688
New +$191K
DHR icon
109
Danaher
DHR
$139B
$206K 0.17%
1,003
-6
-0.6% -$1.31K
KO icon
110
Coca-Cola
KO
$374B
$205K 0.17%
+2,865
New +$191K
SCHF icon
111
Schwab International Equity ETF
SCHF
$67.1B
$203K 0.17%
10,265
-167
-2% -$3.28K
PLD icon
112
Prologis
PLD
$135B
$201K 0.17%
+1,802
New +$208K
PAYX icon
113
Paychex
PAYX
$41.9B
$201K 0.17%
+1,303
New +$192K
SPXS icon
114
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$325M
$116K 0.1%
+1,631
New +$103K
ONFO icon
115
Onfolio Holdings
ONFO
$618K
$9.58K 0.01%
10,080
– –
CRM icon
116
Salesforce
CRM
$152B
– –
-618
Closed -$206K
DIAL icon
117
Columbia Diversified Fixed Income Allocation ETF
DIAL
$386M
– –
-22,563
Closed -$396K
ICSH icon
118
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.12B
– –
-8,032
Closed -$405K
IEFA icon
119
iShares Core MSCI EAFE ETF
IEFA
$191B
– –
-3,381
Closed -$238K
IJR icon
120
iShares Core S&P Small-Cap ETF
IJR
$111B
– –
-1,817
Closed -$209K
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$124B
– –
-2,076
Closed -$209K
UAL icon
122
United Airlines
UAL
$41.7B
– –
-3,033
Closed -$295K
VOE icon
123
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.8B
– –
-1,703
Closed -$276K
VTEB icon
124
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
– –
-7,468
Closed -$374K
1 2 3 4
5

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Accelerate Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Accelerate Investment Advisors held 124 positions worth $119M, up 5.3% from $113M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Accelerate Investment Advisors deployed $8.08M of net new capital in Q1 2025, opening 24 new positions and adding to 65 existing holdings. Its largest new stake was Kayne Anderson BDC: 41,828 shares worth $678K.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 7.9% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was iShares Core US Aggregate Bond ETF, an estimated $517K trimmed.

  • Accelerate Investment Advisors's largest Q1 2025 buy was Kayne Anderson BDC: 41,828 shares worth $678K.
  • Accelerate Investment Advisors added most to iShares S&P 100 ETF in Q1 2025, an estimated $561K increase.
  • Accelerate Investment Advisors's biggest Q1 2025 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $517K.
  • Accelerate Investment Advisors fully exited iShares Ultra Short Duration Bond Active ETF in Q1 2025, selling an estimated $405K.
  • Accelerate Investment Advisors's ten largest holdings make up 54% of its $119M portfolio in Q1 2025.
  • Accelerate Investment Advisors opened 24 new positions and closed 9 in Q1 2025.
  • Accelerate Investment Advisors's portfolio value rose 5.3% quarter-over-quarter to $119M.

Based on Accelerate Investment Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.