AIA

Allied Investment Advisors Portfolio holdings

AUM $572M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$682K
2 +$501K
3 +$430K
4
RTX icon
RTX Corp
RTX
+$382K
5
KMB icon
Kimberly-Clark
KMB
+$345K

Top Sells

1 +$1.02M
2 +$473K
3 +$268K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$263K
5
LOW icon
Lowe's Companies
LOW
+$252K

Sector Composition

1 Industrials 21.53%
2 Financials 16.05%
3 Consumer Staples 15.64%
4 Technology 12.17%
5 Energy 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$158K 0.07%
15,994
52
$93K 0.04%
833
53
-1,445