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
$426M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.6M
2 +$724K
3 +$636K
4
VPU icon
Vanguard Utilities ETF
VPU
+$594K
5
MDU icon
MDU Resources
MDU
+$557K

Top Sells

1 +$361K
2 +$221K
3 +$219K
4
JPM icon
JPMorgan Chase
JPM
+$209K
5
AMD icon
Advanced Micro Devices
AMD
+$208K

Sector Composition

1 Industrials 22.24%
2 Financials 16.62%
3 Consumer Staples 11.13%
4 Technology 10.93%
5 Energy 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-877
77
-1,151