AA
AlphaQ Advisors Portfolio holdings
AUM
$41.7M
This Quarter Return
+5.29%
1 Year Return
+12.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$35.8M
AUM Growth
+$35.8M
(+5.9%)
Cap. Flow
+$570K
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
68.99%
Holding
41
New
5
Increased
7
Reduced
18
Closed
5
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.34M |
| 2 |
NextEra Energy, Inc.
NEE
|
$321K |
| 3 |
Coinbase
COIN
|
$265K |
| 4 |
Tesla
TSLA
|
$241K |
| 5 |
Pfizer
PFE
|
$238K |
Top Sells
Sector Composition
| 1 | Energy | 9.44% |
| 2 | Consumer Discretionary | 7.56% |
| 3 | Healthcare | 5.84% |
| 4 | Communication Services | 5.73% |
| 5 | Technology | 4.23% |
