AIA

Acute Investment Advisory Portfolio holdings

AUM $11.9M
1-Year Est. Return 3.96%
This Quarter Est. Return
1 Year Est. Return
+3.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$12.2M
3
+$11.5M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$9M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.48%
2 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.14%
+19,239
27
$1.55M 1.13%
+8,932
28
$1.49M 1.08%
+26,750
29
$1.48M 1.08%
+37,808
30
$1.39M 1.01%
+4,915
31
$1.38M 1.01%
+5,437
32
$1.32M 0.96%
+17,998
33
$1.27M 0.93%
+14,833
34
$1.24M 0.9%
+17,508
35
$1.13M 0.83%
+20,398
36
$1.13M 0.82%
+9,674
37
$680K 0.5%
+5,909
38
$677K 0.49%
+22,250
39
$656K 0.48%
+3,692
40
$426K 0.31%
+11,337
41
$346K 0.25%
+5,915
42
$345K 0.25%
+3,012
43
$344K 0.25%
+12,837
44
$338K 0.25%
+11,399
45
$296K 0.22%
+16,860
46
$259K 0.19%
+5,144
47
$258K 0.19%
+1,907
48
$254K 0.19%
+2,872
49
$254K 0.19%
+5,486
50
$251K 0.18%
+10,493
1
2
3