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
$211M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$59.4K
3
+$32K
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$30.4K
5
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$24.4K

Top Sells

1
+$10.7M
2
+$3.58M
3
+$2.53M
4
QNST icon
QuinStreet
QNST
+$2.19M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.99M

Sector Composition

1 Technology 19.24%
2 Financials 14.8%
3 Consumer Discretionary 8.75%
4 Healthcare 7.6%
5 Energy 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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