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
$132M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Energy 1.09%
2 Technology 1.09%
3 Consumer Staples 0.86%
4 Financials 0.8%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.16%
+7,346
52
-1,772