IAIM
International Assets Investment Management Portfolio holdings
AUM
$1.24B
1-Year Return
17.18%
This Quarter Return
+4.49%
1 Year Return
+17.18%
3 Year Return
+74.51%
5 Year Return
+117.71%
10 Year Return
–
AUM
$1.2B
AUM Growth
+$1.16B
(+3,174%)
Cap. Flow
-$681B
Cap. Flow
% of AUM
-56,947.94%
Top 10 Holdings %
Top 10 Hldgs %
29.07%
Holding
2,066
New
247
Increased
9
Reduced
575
Closed
1,235
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$12.2M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$11.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$10.7M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$10.5M |
| 5 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$7.81M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$467B |
| 2 |
Apple
AAPL
|
+$18.3B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$16.6B |
| 4 |
Microsoft
MSFT
|
+$16.1B |
| 5 |
Amazon
AMZN
|
+$8.57B |
Sector Composition
| 1 | Technology | 22.55% |
| 2 | Consumer Discretionary | 8.67% |
| 3 | Financials | 8.12% |
| 4 | Communication Services | 4.83% |
| 5 | Healthcare | 4.79% |