AC
AIFG Consultants Portfolio holdings
AUM
$56.7M
1-Year Est. Return
15.96%
1 Year Est. Return
+15.96%
AUM
$56.7M
AUM Growth
+$5.43M
(+11%)
Holding
53
Top Buys
| 1 | +$5.85M | |
| 2 | +$369K | |
| 3 | +$272K | |
| 4 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
+$118K |
| 5 |
NVIDIA
NVDA
|
+$94.8K |
Top Sells
| 1 | +$1.12M | |
| 2 | +$362K | |
| 3 | +$321K | |
| 4 |
Inspire 100 ETF
BIBL
|
+$313K |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$306K |
Sector Composition
| 1 | Technology | 4.19% |
| 2 | Financials | 2.21% |
| 3 | Energy | 2.14% |
| 4 | Industrials | 1.57% |
| 5 | Consumer Staples | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$341B
| – | – |
-1,288
|
|
||
52
Invesco QQQ Trust
QQQ
$407B
| – | – |
-473
|
|
||
53
Sovereign's Capital Flourish Fund
SOVF
$107M
| – | – |
-12,005
|
|