AIA
Accelerate Investment Advisors Portfolio holdings
AUM
$147M
1-Year Est. Return
16.21%
1 Year Est. Return
+16.21%
AUM
$147M
AUM Growth
+$12.6M
(+9.3%)
Holding
126
Top Buys
| 1 | +$1.3M | |
| 2 | +$1.08M | |
| 3 | +$881K | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$475K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$422K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$749K | |
| 3 | +$518K | |
| 4 |
iShares US Technology ETF
IYW
|
+$418K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$376K |
Sector Composition
| 1 | Technology | 8.27% |
| 2 | Consumer Discretionary | 3.86% |
| 3 | Financials | 2.78% |
| 4 | Communication Services | 2.17% |
| 5 | Energy | 2.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Spotify
SPOT
$119B
| – | – |
-262
|
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