IA
IAM Advisory Portfolio holdings
AUM
$417M
This Quarter Return
-0.8%
1 Year Return
+13.54%
3 Year Return
+47%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(-69%)
Cap. Flow
-$524M
Cap. Flow
% of AUM
-222.57%
Top 10 Holdings %
Top 10 Hldgs %
74.15%
Holding
114
New
72
Increased
–
Reduced
–
Closed
42
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$126M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$92.8M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$86.8M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$70.5M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$65.6M |
Sector Composition
| 1 | Technology | 9.96% |
| 2 | Healthcare | 6% |
| 3 | Industrials | 2.51% |
| 4 | Financials | 1.97% |
| 5 | Consumer Discretionary | 1.78% |
