AFA
Allium Financial Advisors Portfolio holdings
AUM
$136M
This Quarter Return
-0.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.4%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$22.4M |
| 2 |
Runway Growth Finance
RWAY
|
$10.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.31M |
| 4 |
Apple
AAPL
|
$5.75M |
| 5 |
Costco
COST
|
$4.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 34.2% |
| 2 | Technology | 15.53% |
| 3 | Consumer Discretionary | 5.37% |
| 4 | Consumer Staples | 5.09% |
| 5 | Healthcare | 4.16% |
