AFO

Allie Family Office Portfolio holdings

AUM $202M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$1.85M
3 +$825K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$696K
5
IYR icon
iShares US Real Estate ETF
IYR
+$415K

Top Sells

1 +$3.04M
2 +$1.18M
3 +$590K
4
PLTR icon
Palantir
PLTR
+$360K
5
WPC icon
W.P. Carey
WPC
+$232K

Sector Composition

1 Financials 2.05%
2 Real Estate 1.94%
3 Communication Services 1.1%
4 Technology 0.69%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,490
77
-2,859