AFG
Altiora Financial Group Portfolio holdings
AUM
$512M
This Quarter Return
+5.31%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+6.7%)
Cap. Flow
+$6.32M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
68.79%
Holding
84
New
10
Increased
19
Reduced
18
Closed
2
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$5.23M |
| 2 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$2.39M |
| 3 |
iShares Gold Trust
IAU
|
$1.2M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$1.1M |
Top Sells
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Consumer Discretionary | 0.49% |
| 3 | Industrials | 0.43% |
| 4 | Healthcare | 0.38% |
| 5 | Consumer Staples | 0.33% |
