AFG
Alterity Financial Group Portfolio holdings
AUM
$69.9M
1-Year Est. Return
40.65%
This Fund
S&P 500
1 Year Est. Return
+40.65%
AUM
$69.9M
AUM Growth
+$6.81M
(+11%)
Holding
76
Top Buys
| 1 | +$265K | |
| 2 | +$244K | |
| 3 | +$222K | |
| 4 |
Five Below
FIVE
|
+$205K |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$193K |
Top Sells
| 1 | +$366K | |
| 2 | +$308K | |
| 3 | +$217K | |
| 4 |
Apple
AAPL
|
+$186K |
| 5 |
Microsoft
MSFT
|
+$98.9K |
Sector Composition
| 1 | Technology | 36.16% |
| 2 | Healthcare | 10.4% |
| 3 | Industrials | 8.6% |
| 4 | Financials | 8.55% |
| 5 | Communication Services | 7.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
BlackRock Health Sciences Trust
BME
$533M
| – | – |
-9,346
|
|