AA

Addison Advisors Portfolio holdings

AUM $401M
1-Year Est. Return 12.64%
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$987K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Sells

1 +$112K
2 +$100K
3 +$92.3K
4
MSFT icon
Microsoft
MSFT
+$75.3K
5
XPO icon
XPO
XPO
+$61.8K

Sector Composition

1 Technology 5.97%
2 Healthcare 2.92%
3 Industrials 2.47%
4 Financials 2.43%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$16K 0.01%
190
277
$16K 0.01%
280
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$16K 0.01%
1,078
279
$15K 0.01%
953
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$15K 0.01%
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$15K 0.01%
921
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$14K 0.01%
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$14K 0.01%
116
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$14K 0.01%
240
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$14K 0.01%
+234
287
$14K 0.01%
75
288
$13K 0.01%
84
289
$13K 0.01%
270
+20
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$13K 0.01%
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$13K 0.01%
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$13K 0.01%
1,690
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$13K 0.01%
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$13K 0.01%
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295
$13K 0.01%
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$12K 0.01%
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$12K 0.01%
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$12K 0.01%
261
+20
300
$11K 0.01%
50