AFT
Alpha Family Trust Portfolio holdings
AUM
$202M
This Quarter Return
+6.41%
1 Year Return
+33.29%
3 Year Return
+161.76%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+3.2%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
7.14%
Top 10 Holdings %
Top 10 Hldgs %
54.08%
Holding
162
New
7
Increased
11
Reduced
6
Closed
12
Top Buys
| 1 |
NVIDIA
NVDA
|
$13.6M |
| 2 |
Exxon Mobil
XOM
|
$1M |
| 3 |
Linde
LIN
|
$645K |
| 4 |
Pfizer
PFE
|
$466K |
| 5 |
Bristol-Myers Squibb
BMY
|
$387K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$986K |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$984K |
| 3 |
Apple
AAPL
|
$845K |
| 4 |
Starbucks
SBUX
|
$608K |
| 5 |
Crown Castle
CCI
|
$407K |
Sector Composition
| 1 | Technology | 48.9% |
| 2 | Communication Services | 12.23% |
| 3 | Consumer Discretionary | 9.4% |
| 4 | Healthcare | 7.45% |
| 5 | Financials | 4.95% |
