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AFG
Altiora Financial Group Portfolio holdings
AUM
$607M
1-Year Est. Return
12.43%
This Fund
S&P 500
1 Year Est. Return
+12.43%
AUM
$607M
AUM Growth
+$26.9M
(+4.6%)
Holding
112
Top Buys
| 1 | +$5.15M | |
| 2 | +$4.32M | |
| 3 | +$3.86M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.65M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$3.31M |
Top Sells
| 1 | +$3.86M | |
| 2 | +$3.52M | |
| 3 | +$2.5M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.95M |
| 5 |
Simplify Managed Futures Strategy ETF
CTA
|
+$990K |
Sector Composition
| 1 | Technology | 1.05% |
| 2 | Consumer Discretionary | 0.52% |
| 3 | Communication Services | 0.41% |
| 4 | Consumer Staples | 0.26% |
| 5 | Healthcare | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
JPMorgan Chase
JPM
$871B
| $246K | 0.04% |
835
|
|
||
|
B
102
Barrick Mining
B
$67.6B
| $238K | 0.04% |
5,840
-1,060
|
|
||
103
NVIDIA
NVDA
$5.1T
| $233K | 0.04% |
1,338
|
|
||
104
iShares Core Universal USD Bond ETF
IUSB
$42B
| $229K | 0.04% |
4,964
|
|
||
105
Vanguard S&P 500 ETF
VOO
$985B
| $220K | 0.04% |
+369
|
|
||
106
Netflix
NFLX
$326B
| $220K | 0.04% |
2,290
-60
|
|
||
107
IBM
IBM
$234B
| $216K | 0.04% |
892
-140
|
|
||
108
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.8B
| $211K | 0.03% |
+2,158
|
|
||
109
Vanguard Dividend Appreciation ETF
VIG
$109B
| $208K | 0.03% |
965
|
|
||
110
Vanguard Total World Stock ETF
VT
$75.8B
| $204K | 0.03% |
+1,473
|
|
||
111
Cintas
CTAS
$68.4B
| – | – |
-1,178
|
|
||
112
Dimensional US Small Cap Value ETF
DFSV
$7.74B
| – | – |
-6,376
|
|