APA

Astoria Portfolio Advisors Portfolio holdings

AUM $440M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$968K
3 +$859K
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$533K
5
TGT icon
Target
TGT
+$497K

Sector Composition

1 Technology 9.35%
2 Financials 5.04%
3 Healthcare 3.49%
4 Industrials 3.12%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,718