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
$207M
AUM Growth
-$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$3.84M
3 +$2.11M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.53M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.3M

Sector Composition

1 Technology 10.1%
2 Financials 5.38%
3 Healthcare 3.65%
4 Industrials 3.23%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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