AFA

Allium Financial Advisors Portfolio holdings

AUM $136M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$10.6M
3 +$8.31M
4
AAPL icon
Apple
AAPL
+$5.75M
5
COST icon
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%