AIA

Alternative Investment Advisors Portfolio holdings

AUM $201M
1-Year Est. Return 13.5%
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$8.63M
3 +$7.72M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.83%
2 Technology 11.25%
3 Consumer Discretionary 4.96%
4 Healthcare 2.51%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$45K 0.03%
+12,033