AC

AIFG Consultants Portfolio holdings

AUM $56.7M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.72M
3
+$8.38M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.18M
5
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$7.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.49%
2 Energy 1.32%
3 Financials 0.39%
4 Communication Services 0.35%
5 Technology 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.32%
+2,320
27
$313K 0.31%
+1,848
28
$304K 0.3%
+792
29
$290K 0.28%
+2,233
30
$247K 0.24%
+2,100
31
$239K 0.23%
+10,372
32
$238K 0.23%
+1,347
33
$230K 0.22%
+2,801
34
$217K 0.21%
+6,386
35
$213K 0.21%
+4,074
36
$208K 0.2%
+1,373
1
2