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Portfolio (Quarterly) Guide ↗

ALLIUM FINANCIAL ADVISORS, LLC

· CIK 0002067277
13F Portfolio $110M AUM Filed May 7, 2025 EDGAR ↗ ← All Funds
Q2 2025 Q1 2025 · All 85 New
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHY ISHARES TR 2,433.0 $201K 0.18% NEW $82.73 -0.8%
82 MS MORGAN STANLEY Financial Services 1,718.0 $200K 0.18% NEW $116.67 +66.7%
83 SPDN DIREXION SHS ETF TR 10,716.0 $124K 0.11% NEW $11.59 -24.1%
84 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 25,000.0 $29K 0.03% NEW $1.15 +89.6%
85 PIXELWORKS INC 25,000.0 $16K 0.01% NEW $0.63
Page 5 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.5%
Technology 30.7%
Consumer Cyclical 10.6%
Consumer Defensive 10.1%
Healthcare 8.2%
Communication Services 7.4%
Industrials 0.5%
Basic Materials 0.5%
Energy 0.4%