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AIS
Advocate Investing Services Portfolio holdings
AUM
$118M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$118M
AUM Growth
+$6.38M
(+5.7%)
Holding
483
Top Buys
| 1 | +$2.03M | |
| 2 | +$1.18M | |
| 3 | +$837K | |
| 4 |
FLEX LNG
FLNG
|
+$789K |
| 5 |
iShares Core US REIT ETF
USRT
|
+$763K |
Top Sells
| 1 | +$2.62M | |
| 2 | +$1.15M | |
| 3 | +$738K | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$359K |
| 5 |
Vodafone
VOD
|
+$160K |
Sector Composition
| 1 | Technology | 6.75% |
| 2 | Consumer Staples | 6.73% |
| 3 | Energy | 3.38% |
| 4 | Communication Services | 3.21% |
| 5 | Healthcare | 2.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Utz Brands
UTZ
$693M
| – | – |
-28
|
|
||
477
Veeva Systems
VEEV
$30.9B
| – | – |
-12
|
|
||
478
Vulcan Materials
VMC
$38.3B
| – | – |
-7
|
|
||
|
479
Vodafone
VOD
$33.9B
| – | – |
-12,100
|
|
||
480
Wayfair
W
$11.8B
| – | – |
-8
|
|
||
481
Workiva
WK
$2.93B
| – | – |
-7
|
|
||
482
XP
XP
$8.74B
| – | – |
-31
|
|
||
483
Ziff Davis
ZD
$1.92B
| – | – |
-4
|
|