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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.56M
3
+$888K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$804K

Top Sells

1
+$3.53M
2
+$363K
3
+$262K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$125K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$94.6K

Sector Composition

1 Technology 2.1%
2 Industrials 0.7%
3 Consumer Staples 0.4%
4 Energy 0.29%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.13%
22,417
-1,812
52
$298K 0.13%
333
53
$240K 0.11%
+1,451
54
$223K 0.1%
1,100
55
$216K 0.1%
+8,423
1 2
3