AIA
Allied Investment Advisors Portfolio holdings
AUM
$572M
1-Year Est. Return
13.03%
1 Year Est. Return
+13.03%
AUM
$572M
AUM Growth
+$44.5M
(+8.4%)
Holding
91
Top Buys
| 1 | +$9.41M | |
| 2 | +$2.68M | |
| 3 | +$2.08M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$1.44M |
Top Sells
| 1 | +$292K | |
| 2 | +$288K | |
| 3 | +$230K | |
| 4 |
Ecolab
ECL
|
+$229K |
| 5 |
JPMorgan Chase
JPM
|
+$213K |
Sector Composition
| 1 | Industrials | 21.47% |
| 2 | Financials | 16.82% |
| 3 | Consumer Staples | 10.5% |
| 4 | Energy | 8.47% |
| 5 | Technology | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Automatic Data Processing
ADP
$113B
| $247K | 0.04% |
800
|
|
||
77
ConocoPhillips
COP
$109B
| $246K | 0.04% |
2,737
-409
|
|
||
78
Broadcom
AVGO
$1.67T
| $244K | 0.04% |
+884
|
|
||
79
iShares Core US Aggregate Bond ETF
AGG
$133B
| $225K | 0.04% |
2,269
|
|
||
80
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.88B
| $220K | 0.04% |
1,784
-125
|
|
||
81
Alphabet (Google) Class C
GOOG
$3.05T
| $215K | 0.04% |
+1,211
|
|
||
82
Eli Lilly
LLY
$735B
| $208K | 0.04% |
267
-3
|
|
||
83
Advanced Micro Devices
AMD
$381B
| $205K | 0.04% |
+1,443
|
|
||
84
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| $202K | 0.04% |
+4,014
|
|
||
85
Ford
F
$46.7B
| $134K | 0.02% |
12,330
|
|
||
86
Geron
GERN
$785M
| $29.6K | 0.01% |
20,959
|
|
||
87
Ryvyl
RVYL
$11.2M
| $12.5K | ﹤0.01% |
14,684
|
|
||
|
88
Ecolab
ECL
$76.8B
| – | – |
-903
|
|
||
89
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.6B
| – | – |
-7,916
|
|
||
90
SPDR Portfolio S&P 500 ETF
SPLG
$87.8B
| – | – |
-3,496
|
|
||
91
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| – | – |
-5,714
|
|