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
$203M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$4.19M
2 +$3.75M
3 +$3.53M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
USB icon
US Bancorp
USB
+$1.25M

Top Sells

1 +$2.74M
2 +$2.74M
3 +$1.21M
4
NVO icon
Novo Nordisk
NVO
+$838K
5
XYZ
Block Inc
XYZ
+$390K

Sector Composition

1 Technology 31.77%
2 Financials 19.02%
3 Communication Services 12.17%
4 Healthcare 9.78%
5 Materials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-279,504