AA
Addison Advisors Portfolio holdings
AUM
$401M
This Quarter Return
-1.26%
1 Year Return
+12.64%
3 Year Return
+45.67%
5 Year Return
–
10 Year Return
–
AUM
$359M
AUM Growth
+$359M
(-0.13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
34.24%
Holding
879
New
44
Increased
205
Reduced
227
Closed
40
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.31% |
| 2 | Financials | 3.97% |
| 3 | Healthcare | 3.63% |
| 4 | Industrials | 2.51% |
| 5 | Consumer Discretionary | 1.94% |