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AFG

Altiora Financial Group Portfolio holdings

AUM $607M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$2.64M
3
+$1.39M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$670K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$479K

Top Sells

1
+$2.46M
2
+$1.84M
3
+$1.59M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.77%
3 Communication Services 0.43%
4 Consumer Staples 0.27%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 0.76%
40,731
+1,900
27
$3.67M 0.67%
7,095
-63
28
$3.47M 0.64%
82,231
+285
29
$3.21M 0.59%
105,610
+46,631
30
$3.16M 0.58%
87,027
+6,628
31
$2.71M 0.5%
10,637
+47
32
$2.66M 0.49%
44,280
+3,721
33
$2.66M 0.49%
58,035
+135
34
$2.54M 0.46%
50,196
+646
35
$2.43M 0.44%
5,466
+406
36
$2.31M 0.42%
21,638
+2,126
37
$2.27M 0.41%
77,283
-600
38
$1.83M 0.34%
34,612
39
$1.77M 0.32%
8,040
40
$1.75M 0.32%
2,622
-86
41
$1.73M 0.32%
69,420
42
$1.38M 0.25%
7,831
43
$1.26M 0.23%
38,470
-17,048
44
$1.11M 0.2%
31,113
-1,062
45
$1.1M 0.2%
26,000
46
$1.07M 0.2%
5,650
47
$1.02M 0.19%
4,184
-149
48
$996K 0.18%
5,338
-20
49
$810K 0.15%
25,265
-18,113
50
$810K 0.15%
875
-82
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