A&I FINANCIAL SERVICES, LLC - Portfolio overview

A&I FINANCIAL SERVICES, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 16.98%
2. IWM - ISHARES TR, 15.92%
3. TSEL - TOUCHSTONE ETF TRUST, 11.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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