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
76
$294K 0.31%
+518
77
$294K 0.31%
+8,092
78
$293K 0.31%
+11,000
79
$275K 0.29%
+10,203
80
$268K 0.29%
+1,467
81
$258K 0.28%
+1,991
82
$251K 0.27%
+1,942
83
$250K 0.27%
+9,290
84
$250K 0.27%
+12,041
85
$236K 0.25%
+15,759
86
$226K 0.24%
+545
87
$219K 0.23%
+4,816
88
$208K 0.22%
+1,198
89
$203K 0.22%
+5,800
90
$203K 0.22%
+427
91
– –
0
1 2 3
4