AFG

Altiora Financial Group Portfolio holdings

AUM $512M
1-Year Est. Return 9.48%
This Quarter Est. Return
1 Year Est. Return
+9.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$5.55M
3
+$3.16M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.06M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.58M

Top Sells

1
+$5.16M
2
+$2.88M
3
+$1.12M
4
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$951K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$826K

Sector Composition

1 Technology 1.64%
2 Consumer Discretionary 0.52%
3 Healthcare 0.51%
4 Consumer Staples 0.36%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.7%
+121,670
27
$3.15M 0.7%
63,905
+1,207
28
$3.04M 0.67%
71,869
-12,840
29
$2.87M 0.63%
6,670
+8
30
$2.46M 0.54%
83,495
-40
31
$2.07M 0.46%
52,075
+1,355
32
$1.96M 0.43%
63,485
+4,209
33
$1.83M 0.4%
34,612
34
$1.72M 0.38%
69,420
35
$1.64M 0.36%
6,765
-92
36
$1.52M 0.34%
53,980
-13,750
37
$1.52M 0.34%
6,506
38
$1.5M 0.33%
8,024
-7
39
$1.46M 0.32%
52,629
+15,731
40
$1.43M 0.32%
8,571
-18
41
$1.31M 0.29%
23,400
-16,936
42
$1.29M 0.29%
19,583
-10,002
43
$1.21M 0.27%
38,037
+9
44
$1.19M 0.26%
11,214
+540
45
$1.06M 0.23%
36,527
+3,274
46
$1.05M 0.23%
1,818
47
$983K 0.22%
5,650
48
$967K 0.21%
26,000
49
$920K 0.2%
32,683
50
$912K 0.2%
+22,183
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