PIA
Polaris Investment Advisors Portfolio holdings
AUM
$137M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$137M
AUM Growth
-$1.21M
(-0.87%)
Holding
77
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.73M | |
| 3 | +$1.23M | |
| 4 |
IDEF
iShares Defense Industrials Active ETF
IDEF
|
+$1.17M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.04M |
Top Sells
| 1 | +$2.31M | |
| 2 | +$1.05M | |
| 3 | +$703K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$680K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$420K |
Sector Composition
| 1 | Communication Services | 5.85% |
| 2 | Technology | 2.22% |
| 3 | Industrials | 0.76% |
| 4 | Financials | 0.45% |
| 5 | Consumer Discretionary | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| – | – |
-2,966
|
|
||
77
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-2,749
|
|