IIA
Integral Investment Advisors Portfolio holdings
AUM
$350M
This Quarter Return
+1.87%
1 Year Return
+13.02%
3 Year Return
+51.46%
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$309M
(+3.4%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
4.3%
Top 10 Holdings %
Top 10 Hldgs %
44.02%
Holding
161
New
6
Increased
58
Reduced
51
Closed
8
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.18M |
| 2 |
ARK Innovation ETF
ARKK
|
$1.68M |
| 3 |
Comcast
CMCSA
|
$656K |
| 4 |
Tesla
TSLA
|
$611K |
| 5 |
Celanese
CE
|
$367K |
Sector Composition
| 1 | Technology | 9.63% |
| 2 | Financials | 3.59% |
| 3 | Healthcare | 2.93% |
| 4 | Consumer Staples | 2.85% |
| 5 | Consumer Discretionary | 2.79% |
