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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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$5.41M
3
+$5.06M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.41M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.42M

Top Sells

1
+$8.63M
2
+$6.89M
3
+$6.78M
4
OVV icon
Ovintiv
OVV
+$5.3M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.3M

Sector Composition

1 Technology 12.28%
2 Energy 4.15%
3 Consumer Discretionary 3.38%
4 Healthcare 2.63%
5 Communication Services 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,813
52
– –
-7,125
53
– –
-7,906
54
– –
-85,350
55
– –
-37,606
56
– –
-73,301
57
– –
-6,657
58
– –
-12,305
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