AIA
Accelerate Investment Advisors Portfolio holdings
AUM
$148M
1-Year Est. Return
17.51%
1 Year Est. Return
+17.51%
AUM
$148M
AUM Growth
+$1.43M
(+0.97%)
Holding
128
Top Buys
| 1 | +$854K | |
| 2 | +$521K | |
| 3 | +$418K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$336K |
| 5 |
Philip Morris
PM
|
+$270K |
Top Sells
| 1 | +$609K | |
| 2 | +$602K | |
| 3 | +$403K | |
| 4 |
Apple
AAPL
|
+$352K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$302K |
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Consumer Discretionary | 3.79% |
| 3 | Financials | 2.57% |
| 4 | Energy | 2.03% |
| 5 | Communication Services | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core MSCI EAFE ETF
IEFA
$170B
| – | – |
-2,387
|
|
||
|
127
iShares MSCI EAFE Growth ETF
EFG
$9.82B
| – | – |
-2,652
|
|
||
128
Automatic Data Processing
ADP
$105B
| – | – |
-813
|
|