IIA
Integral Investment Advisors Portfolio holdings
AUM
$350M
This Quarter Return
+6.55%
1 Year Return
+13.02%
3 Year Return
+51.46%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
48.01%
Holding
89
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$12.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$11.9M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$6.78M |
| 5 |
Vanguard Growth ETF
VUG
|
$6.67M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.41% |
| 2 | Consumer Discretionary | 3.96% |
| 3 | Healthcare | 3.34% |
| 4 | Consumer Staples | 3.12% |
| 5 | Industrials | 2.14% |
