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
$563M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$5.28M
2 +$3.23M
3 +$2.53M
4
GIS icon
General Mills
GIS
+$2.19M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Sector Composition

1 Technology 2.7%
2 Financials 0.62%
3 Healthcare 0.38%
4 Consumer Discretionary 0.38%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,194