AC
AIFG Consultants Portfolio holdings
AUM
$58.2M
1-Year Est. Return
20.27%
This Fund
S&P 500
1 Year Est. Return
+20.27%
AUM
$58.2M
AUM Growth
+$1.52M
(+2.7%)
Holding
57
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.25M | |
| 3 | +$1.06M | |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$340K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$337K |
Top Sells
| 1 | +$2.18M | |
| 2 | +$1.43M | |
| 3 | +$904K | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$559K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$417K |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Energy | 2.09% |
| 3 | Industrials | 2.08% |
| 4 | Financials | 1.88% |
| 5 | Consumer Staples | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Micron Technology
MU
$442B
| $220K | 0.38% |
+771
|
|
||
52
Seagate
STX
$83.8B
| $218K | 0.37% |
+790
|
|
||
|
NYM
53
AB New York Intermediate Municipal ETF
NYM
$1.31B
| $209K | 0.36% |
+8,346
|
|
||
54
PACCAR
PCAR
$65.7B
| $201K | 0.35% |
+1,838
|
|
||
55
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.29B
| – | – |
-19,620
|
|
||
56
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.18B
| – | – |
-9,493
|
|
||
57
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
| – | – |
-42,229
|
|