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
$505M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$8.71M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$397K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$396K

Top Sells

1
+$8.12M
2
+$296K
3
+$264K
4
AXP icon
American Express
AXP
+$208K
5
AAPL icon
Apple
AAPL
+$179K

Sector Composition

1 Industrials 22.01%
2 Financials 14.96%
3 Consumer Staples 11.86%
4 Technology 9.5%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,650
77
– –
-3,363
78
– –
-724
1 2 3
4