AFG

Allegheny Financial Group Portfolio holdings

AUM $535M
1-Year Est. Return 9.56%
This Quarter Est. Return
1 Year Est. Return
+9.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$20.1M
3 +$14M
4
RH icon
RH
RH
+$10.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.11%
2 Financials 16.97%
3 Consumer Discretionary 14.58%
4 Healthcare 6.49%
5 Materials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$76K 0.04%
+15,849
127
$69K 0.04%
+10,000
128
$60K 0.03%
+11,230
129
0
130
$35K 0.02%
+20,000