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
$82.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.1M
3
+$3.5M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.79%
2 Healthcare 11.53%
3 Communication Services 9.55%
4 Industrials 8.8%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$458K 0.55%
+8,050
52
$420K 0.51%
+4,481
53
$396K 0.48%
+9,611
54
$394K 0.48%
+10,294
55
$358K 0.43%
+7,806
56
$358K 0.43%
+16,708
57
$353K 0.43%
+5,755
58
$343K 0.41%
+12,708
59
$337K 0.41%
+3,252
60
$323K 0.39%
+11,000
61
$316K 0.38%
+2,329
62
$310K 0.37%
+11,793
63
$297K 0.36%
+1,335
64
$295K 0.36%
+5,698
65
$285K 0.34%
+2,567
66
$278K 0.34%
+741
67
$278K 0.34%
+1,818
68
$259K 0.31%
+1,890
69
$258K 0.31%
+10,914
70
$252K 0.3%
+4,401
71
$249K 0.3%
+1,942
72
$240K 0.29%
+2,041
73
$239K 0.29%
+9,458
74
$228K 0.28%
+1,493
75
$226K 0.27%
+13,354
1 2
3
4