AIA
Accelerate Investment Advisors Portfolio holdings
AUM
$134M
This Quarter Return
+5.88%
1 Year Return
+15.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.96%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$16.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.7M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$9.6M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$5.64M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$4.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Consumer Discretionary | 3.11% |
| 3 | Energy | 2.71% |
| 4 | Financials | 1.7% |
| 5 | Communication Services | 1.67% |
