AIA
Acute Investment Advisory Portfolio holdings
AUM
$12.3M
This Quarter Return
-2.97%
1 Year Return
+2.46%
3 Year Return
-2.93%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+8.3%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
9.82%
Top 10 Holdings %
Top 10 Hldgs %
79.66%
Holding
37
New
10
Increased
8
Reduced
6
Closed
10
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$14.4M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$11.7M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$7.39M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.54M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.08M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$13.1M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$8.72M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$5.12M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$4.4M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$4.15M |
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Industrials | 0.22% |
| 3 | Healthcare | 0% |
