AFO
Allie Family Office Portfolio holdings
AUM
$202M
1-Year Est. Return
14.83%
1 Year Est. Return
+14.83%
AUM
$182M
AUM Growth
+$2.06M
(+1.1%)
Holding
101
Top Buys
| 1 | +$920K | |
| 2 | +$705K | |
| 3 | +$525K | |
| 4 |
Pacer Swan SOS Moderate January ETF
PSMD
|
+$445K |
| 5 |
iShares US Real Estate ETF
IYR
|
+$396K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$944K | |
| 3 | +$650K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$641K |
| 5 |
iShares Gold Trust
IAU
|
+$503K |
Sector Composition
| 1 | Financials | 3.72% |
| 2 | Real Estate | 1.52% |
| 3 | Technology | 1.5% |
| 4 | Communication Services | 0.45% |
| 5 | Consumer Discretionary | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Technology Select Sector SPDR Fund
XLK
$97.2B
| – | – |
-1,466
|
|