AIS

Accurate Investment Solutions Portfolio holdings

AUM $123M
1-Year Est. Return 9.07%
This Quarter Est. Return
1 Year Est. Return
-9.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1 +$8.35M
2 +$8.26M
3 +$8.09M
4
WSBC icon
WesBanco
WSBC
+$6.51M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.63M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.58%
2 Financials 8.4%
3 Healthcare 6.59%
4 Energy 5.86%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+1
327
$0 ﹤0.01%
+10
328
$0 ﹤0.01%
+4
329
$0 ﹤0.01%
+100
330
$0 ﹤0.01%
+4
331
$0 ﹤0.01%
+30
332
$0 ﹤0.01%
+3
333
$0 ﹤0.01%
+1
334
$0 ﹤0.01%
+200
335
$0 ﹤0.01%
+200
336
$0 ﹤0.01%
+20
337
$0 ﹤0.01%
+5
338
$0 ﹤0.01%
+100
339
0