IDA

Intelligence Driven Advisers Portfolio holdings

AUM $663M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.08M
3
+$1.97M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.62M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.53M

Top Sells

1
+$3.27M
2
+$3.26M
3
+$1.09M
4
SYK icon
Stryker
SYK
+$722K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$670K

Sector Composition

1 Technology 2.56%
2 Consumer Staples 0.57%
3 Financials 0.5%
4 Healthcare 0.24%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,655
102
– –
-11,703
103
– –
-2,817
104
– –
-5,644
105
– –
-1,631
106
– –
-1,951
1 2 3 4
5