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AFT

Alpha Family Trust Portfolio holdings

AUM $206M
1-Year Est. Return 35.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$436K
3
+$410K
4
LIN icon
Linde
LIN
+$354K
5
ROP icon
Roper Technologies
ROP
+$349K

Top Sells

1
+$1.19M
2
+$1.04M
3
+$960K
4
DHR icon
Danaher
DHR
+$531K
5
CMCSA icon
Comcast
CMCSA
+$467K

Sector Composition

1 Technology 43.12%
2 Communication Services 13.82%
3 Consumer Discretionary 10.87%
4 Healthcare 7.31%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$19.8M 9.63%
113,810
-5,690
AAPL icon
2
Apple
AAPL
$4.4T
$15.4M 7.48%
60,770
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.55T
$15.1M 7.31%
52,375
-669
MSFT icon
4
Microsoft
MSFT
$2.93T
$11.9M 5.76%
32,070
-1,035
AMZN icon
5
Amazon
AMZN
$2.65T
$9.55M 4.64%
45,875
AVGO icon
6
Broadcom
AVGO
$1.79T
$7.8M 3.79%
25,200
-1,350
META icon
7
Meta Platforms (Facebook)
META
$1.52T
$6.39M 3.1%
11,162
TSLA icon
8
Tesla
TSLA
$1.52T
$5.62M 2.73%
15,105
+995
WMT icon
9
Walmart Inc
WMT
$963B
$3.43M 1.67%
27,615
+18,135
MU icon
10
Micron Technology
MU
$1.15T
$3.02M 1.47%
8,950
COST icon
11
Costco
COST
$438B
$2.96M 1.44%
2,975
+210
NFLX icon
12
Netflix
NFLX
$331B
$2.7M 1.31%
28,100
+400
AMD icon
13
Advanced Micro Devices
AMD
$827B
$2.51M 1.22%
12,315
LRCX icon
14
Lam Research
LRCX
$462B
$2.46M 1.19%
11,500
PLTR icon
15
Palantir
PLTR
$319B
$2.38M 1.16%
16,280
CSCO icon
16
Cisco
CSCO
$471B
$2.35M 1.14%
30,345
SMWB icon
17
Similarweb
SMWB
$442M
$2.26M 1.1%
658,935
AMAT icon
18
Applied Materials
AMAT
$451B
$2.2M 1.07%
6,445
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.8M 0.87%
3,750
-70
XOM icon
20
Exxon Mobil
XOM
$588B
$1.77M 0.86%
10,437
JPM icon
21
JPMorgan Chase
JPM
$887B
$1.75M 0.85%
5,950
LLY icon
22
Eli Lilly
LLY
$1T
$1.65M 0.8%
1,790
AMGN icon
23
Amgen
AMGN
$188B
$1.64M 0.8%
4,670
KLAC icon
24
KLA
KLAC
$310B
$1.37M 0.66%
930
WDC icon
25
Western Digital
WDC
$235B
$1.33M 0.64%
4,910
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