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
$166M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.6M
3
+$8.05M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.1M
5
PSQ icon
ProShares Short QQQ
PSQ
+$1.46M

Top Sells

1
+$23.4M
2
+$1.15M
3
+$32.3K

Sector Composition

1 Technology 0.67%
2 Industrials 0.23%
3 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86M 51.72%
779,064
+28,061
2
$13.1M 7.89%
+390,906
3
$11.7M 7.01%
113,280
+78,167
4
$11.6M 6.97%
+107,777
5
$8.31M 5%
364,064
+29,962
6
$8.12M 4.88%
140,702
+11,681
7
$8.02M 4.82%
106,052
+8,975
8
$7.91M 4.76%
554,447
+73,150
9
$7.72M 4.64%
146,024
+27,622
10
$2.09M 1.26%
31,929
-17,561
11
$761K 0.46%
3,925
12
$387K 0.23%
11,337
13
$345K 0.21%
1,013
14
$263K 0.16%
488
-60
15
– –
-811,895