APA

Astoria Portfolio Advisors Portfolio holdings

AUM $381M
1-Year Est. Return 15.55%
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$2.29M
3
+$2.11M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.74M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.24M

Top Sells

1
+$2.42M
2
+$1.62M
3
+$1.33M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$1.32M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.29M

Sector Composition

1 Financials 10.1%
2 Technology 4.75%
3 Consumer Staples 2.91%
4 Consumer Discretionary 2.74%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
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