AA
AlphaQ Advisors Portfolio holdings
AUM
$41.7M
1-Year Return
12.87%
This Quarter Return
+7.64%
1 Year Return
+12.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$22M
(+15%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
9.29%
Top 10 Holdings %
Top 10 Hldgs %
31.67%
Holding
171
New
19
Increased
66
Reduced
62
Closed
10
Top Buys
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$4.91M |
| 2 |
iShares US Infrastructure ETF
IFRA
|
$4.19M |
| 3 |
VanEck BDC Income ETF
BIZD
|
$2.25M |
| 4 |
Columbia Multi-Sector Municipal Income ETF
MUST
|
$1.86M |
| 5 |
Intuitive Surgical
ISRG
|
$1.11M |
Top Sells
Sector Composition
| 1 | Technology | 9.28% |
| 2 | Healthcare | 5.63% |
| 3 | Energy | 4.79% |
| 4 | Industrials | 3.95% |
| 5 | Communication Services | 3.6% |
