AIA
Aventus Investment Advisors Portfolio holdings
AUM
$123M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$123M
AUM Growth
+$6.12M
(+5.2%)
Holding
152
Top Buys
| 1 | +$1.66M | |
| 2 | +$701K | |
| 3 | +$425K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$403K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$356K |
Top Sells
| 1 | +$154K | |
| 2 | +$78.6K | |
| 3 | +$45.6K | |
| 4 |
Apple
AAPL
|
+$37.3K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$35K |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Communication Services | 2.81% |
| 3 | Consumer Discretionary | 1.89% |
| 4 | Financials | 0.74% |
| 5 | Industrials | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Honeywell
HON
$150B
| – | – |
-150
|
|
||
152
Independence Realty Trust
IRT
$3.78B
| – | – |
-836
|
|