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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
76
$358K 0.07%
1,038
-40
77
$353K 0.06%
4,890
-1,213
78
$339K 0.06%
1,100
79
$332K 0.06%
1,788
80
$323K 0.06%
440
-2
81
$296K 0.05%
1,442
+1
82
$291K 0.05%
1,032
-9
83
$282K 0.05%
894
-14
84
$282K 0.05%
2,350
85
$261K 0.05%
13,631
-9,505
86
$251K 0.05%
2,431
-432
87
$243K 0.04%
3,410
88
$232K 0.04%
4,964
89
$226K 0.04%
+6,900
90
$223K 0.04%
+2,647
91
$218K 0.04%
+457
92
$210K 0.04%
6,582
-50,927
93
$208K 0.04%
+965
94
$201K 0.04%
3,200
95
– –
-2,850
96
– –
-10,000
97
– –
-7,600
98
– –
-13,656
1 2 3
4