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
$93.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$4.38M
3
+$3.76M
4
AMZN icon
Amazon
AMZN
+$3.69M
5
CRM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.58%
+11,450
52
$540K 0.58%
+1,076
53
$498K 0.53%
+4,707
54
$484K 0.52%
+2,150
55
$474K 0.51%
+11,219
56
$471K 0.5%
+15,375
57
$460K 0.49%
+5,850
58
$456K 0.49%
+8,405
59
$451K 0.48%
+1,340
60
$428K 0.46%
+12,082
61
$409K 0.44%
+10,485
62
$389K 0.42%
+9,600
63
$382K 0.41%
+4,100
64
$376K 0.4%
+2,297
65
$373K 0.4%
+17,082
66
$368K 0.39%
+3,569
67
$364K 0.39%
+11,833
68
$348K 0.37%
+7,812
69
$340K 0.36%
+2,195
70
$338K 0.36%
+5,355
71
$337K 0.36%
+9,123
72
$327K 0.35%
+5,531
73
$309K 0.33%
+11,332
74
$302K 0.32%
+2,917
75
$295K 0.32%
+11,385
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