AA
Altrafin AG Portfolio holdings
AUM
$290M
1-Year Est. Return
16.16%
This Fund
S&P 500
1 Year Est. Return
+16.16%
AUM
$290M
AUM Growth
-$25.2M
(-8%)
Holding
56
Top Buys
| 1 | +$6.44M | |
| 2 | +$5.89M | |
| 3 | +$4.1M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.88M |
| 5 |
GE Aerospace
GE
|
+$3.85M |
Top Sells
| 1 | +$6.75M | |
| 2 | +$4.79M | |
| 3 | +$4.41M | |
| 4 |
Salesforce
CRM
|
+$3.54M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$3.16M |
Sector Composition
| 1 | Technology | 34.54% |
| 2 | Financials | 20.84% |
| 3 | Communication Services | 16.77% |
| 4 | Consumer Discretionary | 10.42% |
| 5 | Healthcare | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Qualcomm
QCOM
$246B
| – | – |
-3,186
|
|
||
52
Trade Desk
TTD
$10.5B
| – | – |
-7,405
|
|