AA
Addison Advisors Portfolio holdings
AUM
$445M
1-Year Est. Return
15.45%
This Fund
S&P 500
1 Year Est. Return
+15.45%
AUM
$162M
AUM Growth
+$36.9M
(+30%)
Holding
736
Top Buys
| 1 | +$2.84M | |
| 2 | +$2.28M | |
| 3 | +$1.6M | |
| 4 |
Apple
AAPL
|
+$1.4M |
| 5 |
FlexShares Quality Dividend Index Fund
QDF
|
+$1.32M |
Top Sells
| 1 | +$621K | |
| 2 | +$537K | |
| 3 | +$507K | |
| 4 |
iShares GNMA Bond ETF
GNMA
|
+$474K |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
+$161K |
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Healthcare | 4.1% |
| 3 | Financials | 3.75% |
| 4 | Consumer Staples | 2.73% |
| 5 | Industrials | 2.72% |