vbodbodlhviprw5452 vbodbodlhviprw5452

18-01-2024
Business

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An investment advisory client's holdings consists of:
$ 6,000,000 -- Stock/bonds$ 1,000,000 -- Money-market funds$ 3,000,000 -- Real estate, commodities$10,000,000 -- Total assets
Would these holdings be considered a securities portfolio?

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