AFT
Alpha Family Trust Portfolio holdings
AUM
$202M
This Quarter Return
+7.03%
1 Year Return
+33.29%
3 Year Return
+161.76%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+4.9%)
Cap. Flow
+$3.85M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
53.51%
Holding
167
New
17
Increased
6
Reduced
10
Closed
13
Top Buys
| 1 |
Broadcom
AVGO
|
$4.12M |
| 2 |
Starbucks
SBUX
|
$908K |
| 3 |
Brown-Forman Class B
BF.B
|
$708K |
| 4 |
Bristol-Myers Squibb
BMY
|
$488K |
| 5 |
Cintas
CTAS
|
$343K |
Top Sells
| 1 |
Applovin
APP
|
$1.1M |
| 2 |
Chevron
CVX
|
$677K |
| 3 |
Intel
INTC
|
$612K |
| 4 |
Moderna
MRNA
|
$474K |
| 5 |
PepsiCo
PEP
|
$422K |
Sector Composition
| 1 | Technology | 48.42% |
| 2 | Communication Services | 11.35% |
| 3 | Consumer Discretionary | 9.79% |
| 4 | Healthcare | 7.48% |
| 5 | Financials | 5.21% |
