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AFA
Allium Financial Advisors Portfolio holdings
AUM
$125M
1-Year Est. Return
15.61%
This Fund
S&P 500
1 Year Est. Return
+15.61%
AUM
$125M
AUM Growth
-$1.44M
(-1.1%)
Holding
81
Top Buys
| 1 | +$2.97M | |
| 2 | +$753K | |
| 3 | +$629K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$336K |
| 5 |
NVIDIA
NVDA
|
+$328K |
Top Sells
| 1 | +$2.07M | |
| 2 | +$358K | |
| 3 | +$260K | |
| 4 |
GE Aerospace
GE
|
+$95.5K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$71.7K |
Sector Composition
| 1 | Financials | 23.78% |
| 2 | Technology | 15.85% |
| 3 | Consumer Staples | 4.56% |
| 4 | Consumer Discretionary | 3.94% |
| 5 | Communication Services | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI EAFE ETF
EFA
$75B
| $209K | 0.17% |
2,151
-100
|
|
||
77
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
| $201K | 0.16% |
2,433
|
|
||
78
abrdn Physical Gold Shares ETF
SGOL
$6.97B
| $201K | 0.16% |
+4,500
|
|
||
|
NAK
79
Northern Dynasty Minerals
NAK
$1.04B
| $49K | 0.04% |
35,000
|
|
||
80
Adobe
ADBE
$94.3B
| – | – |
-744
|
|
||
81
UnitedHealth
UNH
$370B
| – | – |
-1,084
|
|