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
$323M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$743K
2 +$696K
3 +$491K
4
GS icon
Goldman Sachs
GS
+$331K
5
BAC icon
Bank of America
BAC
+$312K

Top Sells

1 +$473K
2 +$154K
3 +$83.9K
4
MRK icon
Merck
MRK
+$63.5K
5
CAT icon
Caterpillar
CAT
+$33.9K

Sector Composition

1 Industrials 21.27%
2 Consumer Staples 14.67%
3 Financials 14.52%
4 Energy 12.38%
5 Technology 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$237K 0.07%
1,066
52
$228K 0.07%
3,007
53
$225K 0.07%
452
54
$222K 0.07%
1,165
55
$205K 0.06%
+4,375
56
$203K 0.06%
1,275
57
$176K 0.05%
15,994
58
$45.5K 0.01%
20,959