AS

Akuna Securities Portfolio holdings

AUM $696M
1-Year Est. Return 0.5%
This Quarter Est. Return
1 Year Est. Return
+0.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$171M
2 +$21.8M
3 +$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$702B
$638M 2.55%
957,086
+256,319
QQQ icon
2
Invesco QQQ Trust
QQQ
$409B
$52.6M 0.21%
87,572
+36,299
IBIT icon
3
iShares Bitcoin Trust
IBIT
$69.4B
$5.92M 0.02%
91,010
+80,756
COIN icon
4
Coinbase
COIN
$72.7B
0
NVDA icon
5
NVIDIA
NVDA
$4.43T
0
OEF icon
6
iShares S&P 100 ETF
OEF
$29.1B
0