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
$68.3M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$289K
2
+$250K
3
+$248K
4
WM icon
Waste Management
WM
+$237K
5
NVDA icon
NVIDIA
NVDA
+$80.3K

Top Sells

1
+$221K
2
+$205K
3
+$194K
4
NWL icon
Newell Brands
NWL
+$154K
5
BGS icon
B&G Foods
BGS
+$112K

Sector Composition

1 Technology 32.83%
2 Healthcare 11.54%
3 Industrials 10.03%
4 Financials 8.03%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,008
77
– –
-3,330
78
– –
-11,745
79
– –
-4,533
80
– –
-8,000
81
– –
0
1 2 3
4