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
$452M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$5.55M
3
+$3.16M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.06M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.58M

Top Sells

1
+$5.16M
2
+$2.88M
3
+$1.12M
4
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$951K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$826K

Sector Composition

1 Technology 1.64%
2 Consumer Discretionary 0.52%
3 Healthcare 0.51%
4 Consumer Staples 0.36%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.08%
3,466
77
$344K 0.08%
2,040
-70
78
$325K 0.07%
9,100
79
$321K 0.07%
1,560
80
$319K 0.07%
5,070
81
$314K 0.07%
962
+4
82
$303K 0.07%
+7,600
83
$290K 0.06%
1,788
84
$290K 0.06%
1,100
85
$273K 0.06%
20,347
86
$252K 0.06%
3,115
+4
87
$238K 0.05%
10,194
+48
88
$234K 0.05%
4,964
89
$234K 0.05%
+598
90
$228K 0.05%
+1,032
91
$200K 0.04%
10,448
-6,052
1 2 3
4