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
$320M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$669K
3
+$637K
4
MMM icon
3M
MMM
+$474K
5
TGT icon
Target
TGT
+$441K

Top Sells

1
+$1.55M
2
+$354K
3
+$230K
4
DE icon
Deere & Co
DE
+$124K
5
SHEL icon
Shell
SHEL
+$91.7K

Sector Composition

1 Industrials 20.9%
2 Financials 15.34%
3 Consumer Staples 14.16%
4 Energy 13.17%
5 Healthcare 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.07%
3,007
52
$224K 0.07%
2,534
-146
53
$213K 0.07%
+1,165
54
$206K 0.06%
452
-63
55
$206K 0.06%
+1,275
56
$180K 0.06%
15,994
57
$50.7K 0.02%
20,959
58
– –
-820
1 2
3