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
$139M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$11.7M
3
+$7.39M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.54M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.08M

Top Sells

1
+$13.1M
2
+$8.72M
3
+$5.12M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.4M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.15M

Sector Composition

1 Technology 1.79%
2 Industrials 0.22%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$266K 0.19%
6,301
-8,194
27
$260K 0.19%
9,253
-17,407
28
– –
-161,992
29
– –
-19,253
30
– –
-1,153
31
– –
-155,806
32
– –
-4,346
33
– –
-250,385
34
– –
-3,961
35
– –
-122,367
36
– –
-31,208
37
– –
-32,388
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