AIA
Accelerate Investment Advisors Portfolio holdings
AUM
$147M
1-Year Est. Return
16.21%
1 Year Est. Return
+16.21%
AUM
$134M
AUM Growth
+$15M
(+13%)
Holding
134
Top Buys
| 1 | +$907K | |
| 2 | +$690K | |
| 3 | +$687K | |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$614K |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$568K |
Top Sells
| 1 | +$587K | |
| 2 | +$422K | |
| 3 | +$317K | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$272K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$269K |
Sector Composition
| 1 | Technology | 7.97% |
| 2 | Consumer Discretionary | 3.8% |
| 3 | Financials | 3.08% |
| 4 | Energy | 2.4% |
| 5 | Communication Services | 2.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
McDonald's
MCD
$213B
| – | – |
-758
|
|
||
127
iShares Russell Mid-Cap Value ETF
IWS
$14B
| – | – |
-1,861
|
|
||
|
128
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.7B
| – | – |
-7,418
|
|
||
129
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
| – | – |
-7,654
|
|
||
130
Danaher
DHR
$148B
| – | – |
-1,003
|
|
||
131
Chubb
CB
$113B
| – | – |
-688
|
|
||
132
Aflac
AFL
$59.8B
| – | – |
-2,024
|
|
||
133
Accenture
ACN
$152B
| – | – |
-727
|
|
||
134
Abbott
ABT
$220B
| – | – |
-1,648
|
|