AFW

Atlantic Family Wealth Portfolio holdings

AUM $138M
1-Year Est. Return 14.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.08M
3
+$595K
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$591K
5
META icon
Meta Platforms (Facebook)
META
+$256K

Top Sells

1
+$688K
2
+$485K
3
+$216K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.13K
5
AEP icon
American Electric Power
AEP
+$2.52K

Sector Composition

1 Financials 2.31%
2 Technology 1.99%
3 Healthcare 1.47%
4 Energy 1.47%
5 Utilities 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.17%
+4,921
52
$225K 0.17%
13,030
53
$225K 0.17%
1,999
-23
54
$211K 0.16%
+6,693
55
$194K 0.15%
4,740
+2,670
56
– –
-10,388
57
– –
-1,950
1 2
3