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
$134M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.1M
3
+$12.6M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$9.05M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.01M

Top Sells

1
+$18.8M
2
+$10.2M
3
+$7.62M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.42M
5
BND icon
Vanguard Total Bond Market
BND
+$5.55M

Sector Composition

1 Technology 0.47%
2 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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