AFO
Allie Family Office Portfolio holdings
AUM
$214M
1-Year Est. Return
21.48%
This Fund
S&P 500
1 Year Est. Return
+21.48%
AUM
$214M
AUM Growth
+$3.21M
(+1.5%)
Holding
107
Top Buys
| 1 | +$1.1M | |
| 2 | +$790K | |
| 3 | +$694K | |
| 4 |
Bitwise Bitcoin ETF
BITB
|
+$423K |
| 5 |
Pacer Swan SOS Moderate October ETF
PSMO
|
+$364K |
Top Sells
| 1 | +$3.27M | |
| 2 | +$746K | |
| 3 | +$565K | |
| 4 |
VanEck Bitcoin Trust
HODL
|
+$369K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$333K |
Sector Composition
| 1 | Financials | 3.42% |
| 2 | Technology | 1.29% |
| 3 | Real Estate | 0.88% |
| 4 | Communication Services | 0.54% |
| 5 | Consumer Staples | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WDI
101
Western Asset Diversified Income Fund
WDI
$705M
| $138K | 0.06% |
10,000
|
|
||
102
Alibaba
BABA
$327B
| – | – |
-140,300
|
|
||
103
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.29B
| – | – |
-5,189
|
|
||
|
OPPJ
104
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$253M
| – | – |
-6,863
|
|
||
105
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$58.7M
| – | – |
-6,515
|
|
||
|
106
VanEck Bitcoin Trust
HODL
$1.32B
| – | – |
-11,412
|
|
||
107
VICI Properties
VICI
$30.2B
| – | – |
-6,570
|
|