AG
AlTi Global Portfolio holdings
AUM
$4.26B
1-Year Est. Return
17.58%
1 Year Est. Return
+17.58%
AUM
$4.26B
AUM Growth
+$276M
(+6.9%)
Holding
454
Top Buys
| 1 | +$63.3M | |
| 2 | +$16.8M | |
| 3 | +$15.4M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$13.2M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$11.5M |
Top Sells
| 1 | +$51.5M | |
| 2 | +$33.5M | |
| 3 | +$18.7M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$15.1M |
| 5 |
Uber
UBER
|
+$10.9M |
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Energy | 3.88% |
| 3 | Financials | 3.81% |
| 4 | Communication Services | 3.21% |
| 5 | Consumer Discretionary | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
TSMC
TSM
$1.51T
| – | – |
-1,073
|
|
||
452
Telefônica Brasil
VIV
$21.2B
| – | – |
-10,283
|
|
||
453
State Street SPDR S&P Biotech ETF
XBI
$8.17B
| – | – |
-3,071
|
|
||
|
HIMU
454
iShares High Yield Muni Active ETF
HIMU
$2.32B
| – | – |
-8,481
|
|