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
$139M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$716K
3
+$684K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$501K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$407K

Top Sells

1
+$1.44M
2
+$1.13M
3
+$913K
4
PLTR icon
Palantir
PLTR
+$834K
5
JETS icon
US Global Jets ETF
JETS
+$794K

Sector Composition

1 Financials 2.11%
2 Real Estate 1.94%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.15%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-250,000
77
– –
-8,800
78
– –
-3,200
79
– –
-98,670
80
– –
-47,694
81
– –
-2,859
1 2 3
4