AS

Akuna Securities Portfolio holdings

AUM $462M
1-Year Est. Return 0.28%
This Quarter Est. Return
1 Year Est. Return
+0.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$10.8M
3 +$562K

Top Sells

1 +$38.9M
2 +$12.7M

Sector Composition

1 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$30.3M 0.31%
161,786
+57,739
2
$15.7M 0.16%
+35,488
3
$2.18M 0.02%
5,904
-105,383
4
$757K 0.01%
3,904
+2,897
5
-69,234
6
0