AA
Addison Advisors Portfolio holdings
AUM
$401M
This Quarter Return
+9.56%
1 Year Return
+12.64%
3 Year Return
+45.67%
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+3.6%)
Cap. Flow
-$8.01M
Cap. Flow
% of AUM
-4.8%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
826
New
69
Increased
163
Reduced
249
Closed
41
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.22% |
| 2 | Healthcare | 4.93% |
| 3 | Financials | 4.56% |
| 4 | Industrials | 3.3% |
| 5 | Consumer Staples | 3.24% |