AIA

Allied Investment Advisors Portfolio holdings

AUM $628M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$2.64M
3
+$2.54M
4
GIS icon
General Mills
GIS
+$2.23M
5
BEN icon
Franklin Resources
BEN
+$1.45M

Top Sells

1
+$5.27M
2
+$1.81M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$698K
5
STT icon
State Street
STT
+$535K

Sector Composition

1 Consumer Staples 18.51%
2 Financials 14.62%
3 Technology 14.17%
4 Industrials 13.82%
5 Healthcare 13.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,663
52
– –
-5,797
53
– –
-3,846
1 2
3