AIP

Avail Investment Partners Portfolio holdings

AUM $93.6M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$6.02M
2 +$5.14M
3 +$4.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.58M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.37%
2 Healthcare 5.82%
3 Industrials 5.55%
4 Financials 4.67%
5 Communication Services 3.83%