AIA

Alternative Investment Advisors Portfolio holdings

AUM $231M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$4.45M
3
+$3.13M
4
UPWK icon
Upwork
UPWK
+$2.41M
5
HAL icon
Halliburton
HAL
+$1.2M

Top Sells

1
+$5.46M
2
+$2.97M
3
+$2.33M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.98M
5
AMD icon
Advanced Micro Devices
AMD
+$1.66M

Sector Composition

1 Technology 6.52%
2 Communication Services 2.59%
3 Financials 1.93%
4 Energy 1.68%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOCS icon
26
Doximity
DOCS
$4.68B
$707K 0.32%
9,666
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.08T
$706K 0.32%
1,405
-22
SHY icon
28
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$528K 0.24%
6,363
-572
SLV icon
29
iShares Silver Trust
SLV
$43.3B
$444K 0.2%
10,487
-550
QQQ icon
30
Invesco QQQ Trust
QQQ
$393B
$435K 0.2%
725
+48
WMT icon
31
Walmart Inc
WMT
$987B
$414K 0.19%
4,017
+45
IWV icon
32
iShares Russell 3000 ETF
IWV
$18.1B
$404K 0.18%
1,067
-2
TQQQ icon
33
ProShares UltraPro QQQ
TQQQ
$26.2B
$403K 0.18%
7,788
+74
SSO icon
34
ProShares Ultra S&P500
SSO
$6.49B
$401K 0.18%
7,150
+996
NFLX icon
35
Netflix
NFLX
$418B
$399K 0.18%
3,330
+50
WFC icon
36
Wells Fargo
WFC
$248B
$392K 0.18%
4,673
+2
OTTR icon
37
Otter Tail
OTTR
$3.78B
$386K 0.18%
4,708
+28
TSLA icon
38
Tesla
TSLA
$1.49T
$359K 0.16%
807
-6
GOOG icon
39
Alphabet (Google) Class C
GOOG
$3.61T
$358K 0.16%
1,472
+142
DE icon
40
Deere & Co
DE
$159B
$329K 0.15%
719
+13
T icon
41
AT&T
T
$200B
$297K 0.14%
10,532
+437
DUK icon
42
Duke Energy
DUK
$103B
$288K 0.13%
2,329
-68
SPXL icon
43
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.23B
$286K 0.13%
+1,348
CAT icon
44
Caterpillar
CAT
$317B
$269K 0.12%
564
+35
V icon
45
Visa
V
$610B
$263K 0.12%
771
-21
CVX icon
46
Chevron
CVX
$376B
$260K 0.12%
1,674
+29
HD icon
47
Home Depot
HD
$356B
$224K 0.1%
+553
EMHY icon
48
iShares JPMorgan EM High Yield Bond ETF
EMHY
$585M
$217K 0.1%
5,474
-60
META icon
49
Meta Platforms (Facebook)
META
$1.63T
$216K 0.1%
+294
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$570B
$206K 0.09%
+629
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