AOG

Alpha Omega Group Portfolio holdings

AUM $84.1M
1-Year Est. Return 6.41%
This Quarter Est. Return
1 Year Est. Return
+6.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.52%
2 Technology 1.9%
3 Real Estate 1.05%
4 Energy 0.48%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$261K 0.25%
+522
27
$257K 0.25%
+1,580
28
$252K 0.24%
+1,176