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
51
$416K 0.38%
+4,110
52
$403K 0.36%
+3,675
53
$393K 0.36%
+2,190
54
$392K 0.35%
+5,590
55
$389K 0.35%
+2,935
56
$385K 0.35%
+3,805
57
$380K 0.34%
+12,270
58
$379K 0.34%
9,185
+2,000
59
$378K 0.34%
+1,160
60
$378K 0.34%
3,205
61
$376K 0.34%
+14,210
62
$375K 0.34%
4,405
+1,820
63
$371K 0.34%
+985
64
$370K 0.33%
1,405
+200
65
$366K 0.33%
+3,248
66
$364K 0.33%
2,400
-355
67
$361K 0.33%
655
+55
68
$356K 0.32%
1,512
+373
69
$348K 0.31%
+1,040
70
$340K 0.31%
+3,370
71
$323K 0.29%
+3,875
72
$322K 0.29%
+8,185
73
$315K 0.28%
+985
74
$313K 0.28%
+3,295
75
$312K 0.28%
+6,150
1 2
3
4 5