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
$619M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.1%
2 Financials 0.7%
3 Healthcare 0.49%
4 Consumer Discretionary 0.48%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,357
102
-5,714
103
-21,638
104
-23,015
105
-15,413