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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
51
$205K 0.09%
+1,455
52
$204K 0.09%
+630
53
$144K 0.07%
73,328
54
$86.7K 0.04%
+2,119
55
$57.9K 0.03%
12,033
56
$53.8K 0.02%
39,278
57
– –
-11,702
58
– –
-31,301
59
– –
-5,509
60
– –
-935
61
– –
-24,976
62
– –
-53,940
63
– –
-19,512
64
– –
-61,856
65
– –
-4,038
66
– –
-1,389
1 2
3