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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
51
$774K 0.14%
15,010
52
$750K 0.14%
7,046
+18
53
$723K 0.13%
22,676
54
$720K 0.13%
944
55
$714K 0.13%
2,938
+2
56
$674K 0.12%
3,615
+273
57
$662K 0.12%
10,190
58
$639K 0.12%
4,112
-3
59
$597K 0.11%
2,860
60
$555K 0.1%
1,560
-50
61
$534K 0.1%
3,748
62
$526K 0.1%
+7,990
63
$515K 0.09%
16,326
+26
64
$512K 0.09%
20,000
65
$501K 0.09%
16,529
+164
66
$459K 0.08%
6,800
67
$457K 0.08%
686
-3,831
68
$423K 0.08%
2,422
69
$408K 0.07%
1,603
-28
70
$394K 0.07%
2,563
71
$383K 0.07%
3,466
72
$373K 0.07%
9,100
73
$367K 0.07%
4,590
74
$366K 0.07%
967
75
$365K 0.07%
2,000
1 2
3
4