AFT
Alpha Family Trust Portfolio holdings
AUM
$202M
1-Year Est. Return
33.29%
1 Year Est. Return
+33.29%
AUM
$171M
AUM Growth
-$6.75M
(-3.8%)
Holding
187
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.31M | |
| 3 | +$1.16M | |
| 4 |
Texas Instruments
TXN
|
+$742K |
| 5 |
Starbucks
SBUX
|
+$717K |
Top Sells
| 1 | +$2.35M | |
| 2 | +$533K | |
| 3 | +$520K | |
| 4 |
Kraft Heinz
KHC
|
+$367K |
| 5 |
Constellation Brands
STZ
|
+$332K |
Sector Composition
| 1 | Technology | 46.83% |
| 2 | Communication Services | 12.41% |
| 3 | Consumer Discretionary | 10.9% |
| 4 | Healthcare | 7.86% |
| 5 | Financials | 7.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
DexCom
DXCM
$21.4B
| – | – |
-3,555
|
|
||
177
Estee Lauder
EL
$32.3B
| – | – |
-3,660
|
|
||
178
Elevance Health
ELV
$67.5B
| – | – |
-735
|
|
||
179
Illumina
ILMN
$18.6B
| – | – |
-1,695
|
|
||
|
180
Kraft Heinz
KHC
$28.9B
| – | – |
-11,960
|
|
||
181
lululemon athletica
LULU
$20.2B
| – | – |
-570
|
|
||
182
Lamb Weston
LW
$8.41B
| – | – |
-3,360
|
|
||
|
183
Constellation Brands
STZ
$22.5B
| – | – |
-1,500
|
|
||
184
Atlassian
TEAM
$41.9B
| – | – |
-915
|
|
||
185
United Parcel Service
UPS
$79B
| – | – |
-1,995
|
|
||
|
WBA
186
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-28,350
|
|
||
187
Zoetis
ZTS
$52.8B
| – | – |
-3,270
|
|