AFO
Allie Family Office Portfolio holdings
AUM
$202M
1-Year Est. Return
14.83%
1 Year Est. Return
+14.83%
AUM
$202M
AUM Growth
+$19.6M
(+11%)
Holding
108
Top Buys
| 1 | +$5.35M | |
| 2 | +$4.33M | |
| 3 | +$2.01M | |
| 4 |
iShares JPMorgan EM Corporate Bond ETF
CEMB
|
+$1.12M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$950K |
Top Sells
| 1 | +$5.74M | |
| 2 | +$807K | |
| 3 | +$702K | |
| 4 |
Tesla
TSLA
|
+$492K |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$480K |
Sector Composition
| 1 | Financials | 3.8% |
| 2 | Real Estate | 1.11% |
| 3 | Technology | 1.06% |
| 4 | Consumer Discretionary | 1% |
| 5 | Communication Services | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core High Dividend ETF
HDV
$11.6B
| – | – |
-3,050
|
|
||
102
iShares Bitcoin Trust
IBIT
$86.9B
| – | – |
-5,679
|
|
||
103
iShares National Muni Bond ETF
MUB
$40.3B
| – | – |
-2,545
|
|
||
|
NBXG
104
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.2B
| – | – |
-10,000
|
|
||
105
iShares S&P 100 ETF
OEF
$28.1B
| – | – |
0
|
|
||
|
106
Tesla
TSLA
$1.53T
| – | – |
-3,660
|
|
||
|
107
Invesco S&P MidCap Quality ETF
XMHQ
$5.48B
| – | – |
-5,244
|
|
||
|
SMAX
108
iShares Large Cap Max Buffer Sep ETF
SMAX
$81.1M
| – | – |
-9,964
|
|