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
$264M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$157K
3
+$153K
4
CVX icon
Chevron
CVX
+$144K
5
TTE icon
TotalEnergies
TTE
+$136K

Top Sells

1
+$306K
2
+$181K
3
+$131K
4
MSFT icon
Microsoft
MSFT
+$130K
5
LOW icon
Lowe's Companies
LOW
+$84K

Sector Composition

1 Industrials 19.37%
2 Financials 15.63%
3 Consumer Staples 14.8%
4 Technology 12.68%
5 Healthcare 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$261K 0.1%
1,459
52
$213K 0.08%
1,066
53
$211K 0.08%
9,399
+45
54
$201K 0.08%
1,070
+40
55
$190K 0.07%
32,510
56
$170K 0.06%
15,994
1 2
3