AIA
Acute Investment Advisory Portfolio holdings
AUM
$12.3M
1-Year Return
2.46%
This Quarter Return
-3.34%
1 Year Return
+2.46%
3 Year Return
-2.93%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
-$3M
(-2.2%)
Cap. Flow
+$2.89M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
64.54%
Holding
69
New
17
Increased
8
Reduced
15
Closed
28
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$17.3M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$14.1M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.6M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$9.05M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$5.01M |
Top Sells
Sector Composition
| 1 | Technology | 0.47% |
| 2 | Industrials | 0.32% |
