ACL
AIFG Consultants Ltd. Portfolio
Invests via AIFG Consultants Ltd. | Managed by Ryan Westerbeck
Invests via AIFG Consultants Ltd.
Managed by Ryan Westerbeck
Automatically Tracked
Company Profile
Specialist advisory firm focused on alternative investments and infrastructure consulting, AIFG Consultants Ltd. advises institutional clients on fund selection, portfolio construction and regulatory compliance in markets across Europe and emerging economies. The firm positions itself as a middle-market expert for pension funds, insurers and family offices, offering due diligence, performance benchmarking and transaction support. Revenue model blends project fees and retainer mandates; strategic strengths include sector-focused research, regulatory know-how and relationships with boutique managers.
Specialist advisory firm focused on alternative investments and infrastructure consulting, AIFG Consultants Ltd. advises institutional clients on fund selection, portfolio construction and regulatory compliance in markets across Europe and emerging economies. The firm positions itself as a middle-market expert for pension funds, insurers and family offices, offering due diligence, performance benchmarking and transaction support. Revenue model blends project fees and retainer mandates; strategic strengths include sector-focused research, regulatory know-how and relationships with boutique managers.
Investment Philosophy & Strategy
Advises institutional clients with a boutique, research-driven approach to alternative and infrastructure allocation, prioritizing middle-market managers for pension funds, insurers and family offices. Emphasizes rigorous due diligence, performance benchmarking and regulatory-aware underwriting, blending project fees and retainer mandates to align incentives. Portfolio strategy favors diversified, risk-adjusted exposure to real assets and private markets, using granular sector expertise and manager relationships to source niche opportunities, control downside via governance-focused covenants, and deliver long-term, liability-aware returns.
Advises institutional clients with a boutique, research-driven approach to alternative and infrastructure allocation, prioritizing middle-market managers for pension funds, insurers and family offices. Emphasizes rigorous due diligence, performance benchmarking and regulatory-aware underwriting, blending project fees and retainer mandates to align incentives. Portfolio strategy favors diversified, risk-adjusted exposure to real assets and private markets, using granular sector expertise and manager relationships to source niche opportunities, control downside via governance-focused covenants, and deliver long-term, liability-aware returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.33%
Gain
Monthly
0.47%
Yearly
5.76%
Drawdown
15.37%
$61.59M
Equity
Holdings
$61.59M
Investment
$47.96M
$36.43M
Profit -$416,894.87
Realized
$22.8M
Unrealized
$13.62M
Dividends
$8.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$416,894.87
Win %
82%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$795,733.13
Win %
82%
This Month
Compared to last month
Gain
-1.45%
Profit
-$902,681.93
Win %
82%
This Year
Compared to last year
Gain
5.75%
Profit
$3.35M
Win %
82%
SYY Sysco Corporation
+2.08%
+$7,696.08 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.97%
+$5,134.81 
PCAR PACCAR Inc.
+1.88%
+$4,264.16 
CVX Chevron Corporation
+1.61%
+$6,940.84 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.49%
+$31,509.62 
XOM Exxon Mobil Corporation
+1.49%
+$15,241.35 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.21%
+$25,782.12 
MSFT Microsoft Corp.
+1.11%
+$3,889.55 
AAPL Apple Inc.
+0.97%
+$3,838.87 
SOVF Sovereign's Capital Flourish Fund
+0.95%
+$2,192.44 
DTE DTE Energy Company
+0.76%
+$2,331 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.74%
+$2,220.96 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.67%
+$5,909.74 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.66%
+$16,152.87 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$1,147.88 
ALL Allstate Corporation
+0.18%
+$1,168.64 
PAVE Global X U.S. Infrastructure Development ETF
+0.03%
+$287.91 
FJUL FT Vest US Equity Buffer ETF
+0.02%
+$60.54 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$92.27 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
0%
$0 
NYM
0%
$0 
STX Seagate Technology Holdings plc
-8.78%
-$57,476.47 
MU Micron Technology, Inc.
-6.35%
-$44,247.69 
GE General Electric Company
-5.19%
-$39,747.91 
FN Fabrinet
-4.06%
-$13,324.98 
AVGO Broadcom Inc.
-3.58%
-$19,386.76 
SLV iShares Silver Trust
-3.17%
-$9,704.92 
ANET Arista Networks, Inc.
-2.97%
-$16,172.1 
SPMO Invesco S&P 500 Momentum ETF
-2.88%
-$118,057.23 
GEV GE Vernova Inc.
-2.82%
-$16,124.5 
NVDA NVIDIA Corporation
-2.77%
-$18,205.99 
GLD SPDR Gold Shares
-1.73%
-$9,593.56 
GLDM SPDR Gold MiniShares Trust
-1.66%
-$145,367.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$4,854.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$2,532.57 
SPDW SPDR Portfolio Developed World ex-US ETF
-1%
-$6,801.5 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.73%
-$4,253.34 
BIBL Inspire 100 ETF
-0.67%
-$2,379.1 
JPM JPMorgan Chase & Co.
-0.54%
-$1,812.33 
VOO Vanguard S&P 500 ETF
-0.38%
-$5,019.22 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.28%
-$1,612.11 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.26%
-$2,988.84 
GJUN FT Vest US Equity Moderate Fund
-0.17%
-$959 
ELCV Eventide High Dividend ETF
-0.14%
-$1,358.14 
MUB iShares National Muni Bond ETF
-0.14%
-$539.69 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.12%
-$1,781.67 
FLSP Franklin Systematic Style Premia ETF
-0.11%
-$2,255.25 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.09%
-$508.12 
BAC Bank of America Corporation
-0.06%
-$145.74 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$1,233.3 
FTCB First Trust Core Investment Grade ETF
-0.05%
-$3,328.11 
JSCP JPMorgan Short Duration Core Plus ETF
-0.03%
-$301.44 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$426.44 Events
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Dividends
Dividend Analysis
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| Trades 524 | Longs Won 424/524 80% | Profit Factor 27.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $234,691.27 |
| Average Win $89,148.86 | Best Trade (Dec 31) $2.98M | Sharpe Ratio -9.12 |
| Average Loss -$13,716.02 | Worst Trade (Dec 31) -$205,337.38 | Z-Score 5.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $69,518.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,484 | 4,036 | 3,587 | 3,139 | 2,691 | 2,242 | 1,794 | 1,345 | 897 | 448 |
Hover over the desired column for a detailed explanation.
Returns
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