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
$169M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.78M
3
+$891K
4
PSQ icon
ProShares Short QQQ
PSQ
+$535K
5
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$332K

Top Sells

1
+$310K
2
+$287K

Sector Composition

1 Technology 0.89%
2 Industrials 0.23%
3 Consumer Staples 0.2%
4 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.6M 32.85%
1,100,723
+35,311
2
$44.8M 26.5%
889,798
+49,258
3
$17.8M 10.51%
178,156
+8,935
4
$12.2M 7.22%
110,930
-2,811
5
$11.8M 6.98%
236,574
+6,654
6
$11M 6.53%
233,039
+11,288
7
$7.52M 4.45%
566,002
+18,478
8
$5.88M 3.48%
278,832
-13,596
9
$967K 0.57%
5,025
+810
10
$540K 0.32%
1,437
+295
11
$393K 0.23%
11,337
12
$340K 0.2%
515
+27
13
$275K 0.16%
8,175
+762