Portfolio (Quarterly)
Guide ↗
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
· CIK 0001907820| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VWOB | VANGUARD WHITEHALL FDS | — | 23,477 | $1.6M | 0.94% | SOLD |
| 2 | CWB | SPDR SERIES TRUST | — | 15,222 | $1.4M | 0.82% | SOLD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,650 | $277K | 0.16% | SOLD |
| 4 | IREN | IREN LIMITED | Financial Services | 5,000 | $214K | 0.13% | SOLD |
| 5 | META | META PLATFORMS INC | Communication Services | 318 | $207K | 0.12% | SOLD |
| 6 | — | DIREXION SHS ETF TR | — | 55,307 | $152K | 0.09% | SOLD |
| 7 | TIGR | UP FINTECH HLDG LTD | Financial Services | 10,000 | $104K | 0.06% | SOLD |
Sector Allocation
Financial Services
58.2%
Technology
19.1%
Consumer Cyclical
12.9%
Industrials
3.3%
Energy
3.2%
Communication Services
1.8%
Utilities
0.8%
Healthcare
0.4%
Basic Materials
0.3%