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
$291M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.05%
2 Financials 4.1%
3 Healthcare 3.75%
4 Industrials 2.69%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-68
752
-26