IA

IAM Advisory Portfolio holdings

AUM $445M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$3.39M
3 +$350K
4
UPST icon
Upstart Holdings
UPST
+$325K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$281K

Top Sells

1 +$9.29M
2 +$2.9M
3 +$801K
4
PFE icon
Pfizer
PFE
+$555K
5
BDRY icon
Breakwave Dry Bulk Shipping ETF
BDRY
+$266K

Sector Composition

1 Technology 9.37%
2 Healthcare 5.88%
3 Industrials 2.41%
4 Materials 1.84%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,992
77
-6,485