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
$157M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$2.54M
3 +$673K
4
UNH icon
UnitedHealth
UNH
+$604K
5
JNJ icon
Johnson & Johnson
JNJ
+$585K

Top Sells

1 +$9.11M
2 +$7.21M
3 +$7.21M
4
NOW icon
ServiceNow
NOW
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.38M

Sector Composition

1 Technology 49.96%
2 Communication Services 14.94%
3 Consumer Discretionary 14.41%
4 Healthcare 2.05%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.13%
+2,110