AIA
Acute Investment Advisory Portfolio holdings
AUM
$12.3M
This Quarter Return
-0.2%
1 Year Return
+2.46%
3 Year Return
-2.93%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+4.1%)
Cap. Flow
+$6.94M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
99.41%
Holding
22
New
3
Increased
5
Reduced
3
Closed
9
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$23.4M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$12.7M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.73M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$3.35M |
| 5 |
ProShares Short QQQ
PSQ
|
$1.02M |
Top Sells
| 1 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
$14.6M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$8.7M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8.67M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.51M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$1.28M |
Sector Composition
| 1 | Technology | 0.62% |
| 2 | Industrials | 0.22% |
| 3 | Consumer Staples | 0.18% |
| 4 | Financials | 0% |
