IDA

Intelligence Driven Advisers Portfolio holdings

AUM $721M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
-$432K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.63M
3
+$1.89M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M

Top Sells

1
+$6.74M
2
+$5.52M
3
+$1.84M
4
META icon
Meta Platforms (Facebook)
META
+$1.21M
5
FISV
Fiserv Inc
FISV
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
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