AA
Advisory Alpha Portfolio holdings
AUM
$3.21B
1-Year Return
11.17%
This Quarter Return
+20.03%
1 Year Return
+11.17%
3 Year Return
+37.4%
5 Year Return
+57.71%
10 Year Return
+74.81%
AUM
$452M
AUM Growth
+$95M
(+27%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
4.44%
Top 10 Holdings %
Top 10 Hldgs %
72.14%
Holding
700
New
12
Increased
43
Reduced
50
Closed
586
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$8.25M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$8M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$7.26M |
| 4 |
Apple
AAPL
|
$4.65M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$4.32M |
Top Sells
Sector Composition
| 1 | Materials | 2.48% |
| 2 | Technology | 1.52% |
| 3 | Consumer Staples | 1.01% |
| 4 | Healthcare | 0.98% |
| 5 | Financials | 0.75% |
