APW
REFI

Allied Private Wealth’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Allied Private Wealth’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$747 Buy
+70
New +$804 ﹤0.01% 830

Other funds holding REFI

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM