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AIA

Alternative Investment Advisors Portfolio holdings

AUM $225M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
26
$707K 0.32%
9,666
27
$706K 0.32%
1,405
-22
28
$528K 0.24%
6,363
-572
29
$444K 0.2%
10,487
-550
30
$435K 0.2%
725
+48
31
$414K 0.19%
4,017
+45
32
$404K 0.18%
1,067
-2
33
$403K 0.18%
7,788
+74
34
$401K 0.18%
7,150
+996
35
$399K 0.18%
3,330
+50
36
$392K 0.18%
4,673
+2
37
$386K 0.18%
4,708
+28
38
$359K 0.16%
807
-6
39
$358K 0.16%
1,472
+142
40
$329K 0.15%
719
+13
41
$297K 0.14%
10,532
+437
42
$288K 0.13%
2,329
-68
43
$286K 0.13%
+1,348
44
$269K 0.12%
564
+35
45
$263K 0.12%
771
-21
46
$260K 0.12%
1,674
+29
47
$224K 0.1%
+553
48
$217K 0.1%
5,474
-60
49
$216K 0.1%
+294
50
$206K 0.09%
+629
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