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
76
$312K 0.28%
+4,330
77
$304K 0.27%
+1,270
78
$296K 0.27%
+2,180
79
$295K 0.27%
+5,250
80
$293K 0.26%
+4,600
81
$291K 0.26%
+1,375
82
$287K 0.26%
+405
83
$281K 0.25%
+830
84
$278K 0.25%
+1,730
85
$278K 0.25%
26,358
86
$265K 0.24%
+2,340
87
$263K 0.24%
+1,320
88
$262K 0.24%
+1,265
89
$259K 0.23%
+2,215
90
$257K 0.23%
+13,950
91
$255K 0.23%
+1,465
92
$251K 0.23%
+585
93
$251K 0.23%
+2,220
94
$251K 0.23%
+515
95
$243K 0.22%
+5,970
96
$242K 0.22%
+3,445
97
$242K 0.22%
+2,085
98
$234K 0.21%
+3,055
99
$233K 0.21%
+1,655
100
$233K 0.21%
2,500
-80
2 3
4
5 6