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
76
$214K 0.26%
+1,850
77
$210K 0.25%
+15,502
78
$210K 0.25%
+840
79
$165K 0.2%
+8,335
80
$84K 0.1%
+10,050
81
0