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
$122M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$916K
2 +$795K
3 +$491K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$404K
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Top Sells

1 +$9.9M
2 +$690K
3 +$287K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$162K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$121K

Sector Composition

1 Real Estate 2.43%
2 Financials 2.21%
3 Consumer Discretionary 1.32%
4 Communication Services 0.96%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$148K 0.12%
13,860
77
$127K 0.1%
10,000
78
$91K 0.07%
10,000