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
$67.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.85M
3
+$2.69M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.43M
5
HON icon
Honeywell
HON
+$2.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.8%
2 Healthcare 13.21%
3 Industrials 9.08%
4 Communication Services 8.31%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$180K 0.27%
+14,561
77
$150K 0.22%
+13,518
78
$117K 0.17%
+8,335
79
$74K 0.11%
+10,200
80
– –
0
1 2 3
4