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
$129M
AUM Growth
-$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.36M
3
+$4.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.95M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$4.47M

Top Sells

1
+$18.6M
2
+$4.89M
3
+$4.76M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.38M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.26M

Sector Composition

1 Technology 2%
2 Industrials 0.26%
3 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.26%
11,337
27
$205K 0.16%
+1,153
28
– –
-139,052
29
– –
-81,204
30
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-149,892
31
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-68,444
32
– –
-12,085
33
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-14,574
34
– –
-21,780
35
– –
-2,204
36
– –
-12,783
37
– –
-7,605
38
– –
-222,750
39
– –
-9,126
40
– –
-5,587
41
– –
-9,526
42
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-1,524
43
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-40,419
44
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-2,177
45
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-22,977
46
– –
-38,215
47
– –
-9,673
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