AFG
Alterity Financial Group Portfolio holdings
AUM
$69.9M
This Quarter Return
+10.85%
1 Year Return
+40.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$93.5M
AUM Growth
–
Cap. Flow
+$93.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.8%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.2M |
| 2 |
NVIDIA
NVDA
|
$4.38M |
| 3 |
Thermo Fisher Scientific
TMO
|
$3.76M |
| 4 |
Amazon
AMZN
|
$3.69M |
| 5 |
Salesforce
CRM
|
$3.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 36.03% |
| 2 | Healthcare | 10.73% |
| 3 | Consumer Discretionary | 9.39% |
| 4 | Industrials | 7.86% |
| 5 | Financials | 7.22% |
