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
$191M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$3.52M

Top Sells

1
+$39.6M
2
+$2.33M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$177M 92.32%
+371,418
2
$14.7M 7.68%
35,882
+9,280
3
– –
-12,627
4
– –
-215,984