AGU

Alpine Group USVI Portfolio holdings

AUM $23.4M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$72.1M
2 +$19.1M
3 +$18.8M
4
AWH
Allied World Assurance Co Hld Lt
AWH
+$15.8M
5
MON
Monsanto Co
MON
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.91%
2 Communication Services 13.74%
3 Financials 7.52%
4 Materials 5.5%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$12K ﹤0.01%
+53,220
127
$5K ﹤0.01%
+250,000