AS

Akuna Securities Portfolio holdings

AUM $259M
1-Year Est. Return 16.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.1M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$34.3M
2
+$19M
3
+$8.25M
4
AAPL icon
Apple
AAPL
+$11.7K

Sector Composition

1 Technology 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 53.2%
111,287
-116,170
2
$18.6M 27.65%
104,047
-44,812
3
$12.7M 18.9%
69,234
-108,254
4
$166K 0.25%
1,007
-79
5
– –
0
6
– –
0