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
$124M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.07M
2 +$1.35M
3 +$1.13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$967K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$907K

Sector Composition

1 Financials 2.38%
2 Real Estate 1.54%
3 Consumer Discretionary 0.92%
4 Energy 0.33%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,570