AIA
Accelerate Investment Advisors Portfolio holdings
AUM
$148M
1-Year Est. Return
17.51%
This Fund
S&P 500
1 Year Est. Return
+17.51%
AUM
$148M
AUM Growth
+$1.43M
(+0.97%)
Holding
128
Top Buys
| 1 | +$842K | |
| 2 | +$517K | |
| 3 | +$413K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$336K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$272K |
Top Sells
| 1 | +$602K | |
| 2 | +$602K | |
| 3 | +$408K | |
| 4 |
Apple
AAPL
|
+$348K |
| 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
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.7B
| – | – |
-387
|
|
||
127
Verizon
VZ
$211B
| – | – |
-5,415
|
|
||
128
AB Ultra Short Income ETF
YEAR
$1.46B
| – | – |
-4,772
|
|