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AIA

Acute Investment Advisory Portfolio holdings

AUM $9.46M
1-Year Est. Return 13.58%
This Fund
S&P 500
This Quarter Est. Return
+12.16%
1 Year Est. Return
+13.58%
3 Year Est. Return
+15.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.46M
AUM Growth
+$548K
Cap. Flow
-$314K
Cap. Flow %
-3.32%
Top 10 Hldgs %
74.99%
Holding
19
New
1
Increased
1
Reduced
13
Closed
1

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$152K
2
PGX icon
Invesco Preferred ETF
PGX
+$20.8K

Top Sells

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$204K
2
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$41.5K
3
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$33.8K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$33K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$26K

Sector Composition

Rank Sector Weight
1 Industrials 18.2%
2 Technology 6.98%
3 Consumer Staples 3.38%

No holdings matched the selected filter criteria.

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Acute Investment Advisory's Q2 2026 Portfolio in Review

As of Q2 2026, Acute Investment Advisory held 19 positions worth $9.46M, up 6.2% from $8.91M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Acute Investment Advisory withdrew a net $314K in Q2 2026, closing 1 position and reducing 13 holdings. Its most notable exit was State Street Communication Services Select Sector SPDR ETF, an estimated $204K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 18% of assets, up from 18% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Acute Investment Advisory opened a new position in Lam Research worth $217K.

  • Acute Investment Advisory's largest Q2 2026 buy was Lam Research: 500 shares worth $217K.
  • Acute Investment Advisory added most to Invesco Preferred ETF in Q2 2026, an estimated $20.8K increase.
  • Acute Investment Advisory's biggest Q2 2026 reduction was State Street SPDR Portfolio Mortgage Backed Bond ETF, cutting an estimated $41.5K.
  • Acute Investment Advisory fully exited State Street Communication Services Select Sector SPDR ETF in Q2 2026, selling an estimated $204K.
  • Acute Investment Advisory's ten largest holdings make up 75% of its $9.46M portfolio in Q2 2026.
  • Acute Investment Advisory opened 1 new position and closed 1 in Q2 2026.
  • Acute Investment Advisory's portfolio value rose 6.2% quarter-over-quarter to $9.46M.

Based on Acute Investment Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.