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
126
– –
-21,060
127
– –
-120,176
128
– –
-57,400
129
– –
-62,291
130
– –
-5,739
131
– –
-500,000
132
– –
-3,800,728
2 3 4 5
6