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
$60.7M
AUM Growth
-$578K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$408K
3
+$362K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$273K
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$267K

Top Sells

1
+$510K
2
+$425K
3
+$282K
4
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$224K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$210K

Sector Composition

1 Energy 2.48%
2 Technology 2.02%
3 Financials 1.84%
4 Consumer Staples 0.95%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,236
52
– –
-5,327
53
– –
-18,136
1 2
3