AA
AlphaQ Advisors Portfolio holdings
AUM
$41.7M
This Quarter Return
+7.96%
1 Year Return
+12.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.08%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Columbia Multi-Sector Municipal Income ETF
MUST
|
$6.82M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.04M |
| 3 |
Enterprise Products Partners
EPD
|
$4.32M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.82M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$3.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.34% |
| 2 | Healthcare | 8.62% |
| 3 | Energy | 7.08% |
| 4 | Financials | 5.58% |
| 5 | Consumer Discretionary | 5.39% |
