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
451
-75
452
$0 ﹤0.01%
+12
453
-290
454
0
455
$0 ﹤0.01%
3
456
$0 ﹤0.01%
26
457
$0 ﹤0.01%
6
458
$0 ﹤0.01%
2
459
$0 ﹤0.01%
3
460
$0 ﹤0.01%
3
461
$0 ﹤0.01%
+2
462
$0 ﹤0.01%
5
463
$0 ﹤0.01%
4
464
$0 ﹤0.01%
9
465
$0 ﹤0.01%
+6