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
$217M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.34M
3
+$1.36M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$810K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$528K

Top Sells

1
+$721K
2
+$711K
3
+$436K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$431K
5
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$236K

Sector Composition

1 Technology 1.75%
2 Industrials 0.74%
3 Consumer Staples 0.33%
4 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$324K 0.15%
3,466
52
$245K 0.11%
333
53
$205K 0.09%
+1,100
1 2
3