AFT

Alpha Family Trust Portfolio holdings

AUM $202M
1-Year Est. Return 33.29%
This Quarter Est. Return
1 Year Est. Return
+33.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.54M
3
+$4.02M
4
NVDA icon
NVIDIA
NVDA
+$2.13M
5
AVGO icon
Broadcom
AVGO
+$1.35M

Top Sells

1
+$14.3M
2
+$13.1M
3
+$10M
4
NOW icon
ServiceNow
NOW
+$7.95M
5
MSFT icon
Microsoft
MSFT
+$7.78M

Sector Composition

1 Technology 48.55%
2 Healthcare 9.15%
3 Communication Services 9.01%
4 Consumer Discretionary 8.84%
5 Consumer Staples 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$739K 0.67%
+2,505
27
$723K 0.65%
2,148
-116
28
$702K 0.63%
+2,020
29
$684K 0.62%
+13,350
30
$680K 0.61%
1,490
+800
31
$680K 0.61%
+4,855
32
$660K 0.6%
+6,655
33
$648K 0.58%
1,770
+750
34
$644K 0.58%
2,040
+465
35
$638K 0.58%
+7,435
36
$629K 0.57%
3,505
+370
37
$623K 0.56%
2,610
+1,575
38
$621K 0.56%
+2,340
39
$619K 0.56%
+9,285
40
$616K 0.56%
5,555
+1,400
41
$610K 0.55%
+9,420
42
$581K 0.52%
+3,595
43
$568K 0.51%
5,835
+2,865
44
$557K 0.5%
11,775
+5,085
45
$499K 0.45%
+3,040
46
$484K 0.44%
+240
47
$452K 0.41%
+1,695
48
$428K 0.39%
+5,120
49
$426K 0.38%
+590
50
$420K 0.38%
+10,000
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