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
$289M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$12M
3 +$5.55M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.86M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M

Top Sells

1 +$11.6M
2 +$10.5M
3 +$1.21M
4
VZ icon
Verizon
VZ
+$924K
5
CMCSA icon
Comcast
CMCSA
+$842K

Sector Composition

1 Technology 6.91%
2 Healthcare 5.04%
3 Industrials 3.12%
4 Financials 1.74%
5 Materials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,029