AFG

Alterity Financial Group Portfolio holdings

AUM $69.9M
1-Year Est. Return 40.65%
This Quarter Est. Return
1 Year Est. Return
+40.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.9M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$282K
2 +$271K
3 +$240K
4
FIVE icon
Five Below
FIVE
+$238K
5
DOCN icon
DigitalOcean
DOCN
+$230K

Top Sells

1 +$366K
2 +$308K
3 +$217K
4
AAPL icon
Apple
AAPL
+$194K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 36.16%
2 Healthcare 10.4%
3 Industrials 8.6%
4 Financials 8.55%
5 Communication Services 7.47%