AFG
Altiora Financial Group Portfolio holdings
AUM
$512M
This Quarter Return
+7.42%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$345M
AUM Growth
+$345M
(+60%)
Cap. Flow
+$115M
Cap. Flow
% of AUM
33.23%
Top 10 Holdings %
Top 10 Hldgs %
70.05%
Holding
75
New
18
Increased
44
Reduced
5
Closed
1
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$20.6M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$9.89M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$8.39M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$7.63M |
| 5 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$7.61M |
Top Sells
Sector Composition
| 1 | Technology | 1.61% |
| 2 | Industrials | 0.52% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Healthcare | 0.39% |
| 5 | Consumer Staples | 0.32% |
