IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+1.4%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$446M
AUM Growth
+$446M
(-0.1%)
Cap. Flow
-$5.51M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
59.35%
Holding
94
New
3
Increased
22
Reduced
41
Closed
22
Top Buys
Top Sells
| 1 |
General Mills
GIS
|
$6.74M |
| 2 |
Apple
AAPL
|
$5.52M |
| 3 |
Cboe Global Markets
CBOE
|
$1.84M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.21M |
| 5 |
Fiserv
FI
|
$1.11M |
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Financials | 0.49% |
| 3 | Consumer Discretionary | 0.16% |
| 4 | Communication Services | 0.1% |
| 5 | Healthcare | 0.08% |
