AA

Altrafin AG Portfolio holdings

AUM $315M
1-Year Est. Return 20.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.73M
2 +$1.26M
3 +$993K
4
AMZN icon
Amazon
AMZN
+$613K
5
HON icon
Honeywell
HON
+$604K

Top Sells

1 +$5.02M
2 +$4.1M
3 +$1.74M
4
MSFT icon
Microsoft
MSFT
+$811K
5
SEDG icon
SolarEdge
SEDG
+$775K

Sector Composition

1 Technology 29.48%
2 Financials 18.79%
3 Communication Services 11.09%
4 Healthcare 10.59%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-59,585
77
-23,125