AFW
Atlantic Family Wealth Portfolio holdings
AUM
$132M
1-Year Est. Return
12.98%
This Fund
S&P 500
1 Year Est. Return
+12.98%
AUM
$132M
AUM Growth
+$3.02M
(+2.3%)
Holding
57
Top Buys
| 1 | +$935K | |
| 2 | +$834K | |
| 3 | +$286K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$240K |
| 5 |
Philip Morris
PM
|
+$235K |
Top Sells
| 1 | +$371K | |
| 2 | +$225K | |
| 3 | +$225K | |
| 4 |
Johnson & Johnson
JNJ
|
+$146K |
| 5 |
Verizon
VZ
|
+$92.6K |
Sector Composition
| 1 | Financials | 2.16% |
| 2 | Technology | 1.98% |
| 3 | Energy | 1.52% |
| 4 | Healthcare | 1.28% |
| 5 | Consumer Discretionary | 0.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amcor
AMCR
$22B
| $227K | 0.17% |
5,438
+698
|
|
||
52
GSK
GSK
$117B
| $221K | 0.17% |
4,510
-1,164
|
|
||
|
ETHA
53
iShares Ethereum Trust ETF
ETHA
$1.19B
| $219K | 0.17% |
9,781
+3,088
|
|
||
54
Microsoft
MSFT
$2.97T
| $208K | 0.16% |
430
-50
|
|
||
55
Bank of Montreal
BMO
$102B
| $204K | 0.15% |
1,568
-339
|
|
||
56
Huntington Bancshares
HBAN
$34.5B
| – | – |
-13,030
|
|
||
57
American Electric Power
AEP
$72.4B
| – | – |
-1,999
|
|