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AFT

Alpha Family Trust Portfolio holdings

AUM $206M
1-Year Est. Return 35.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$463K
3
+$449K
4
APP icon
Applovin
APP
+$413K
5
BKR icon
Baker Hughes
BKR
+$413K

Top Sells

1
+$1.37M
2
+$788K
3
+$636K
4
TXN icon
Texas Instruments
TXN
+$492K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$377K

Sector Composition

1 Technology 48.85%
2 Communication Services 12.9%
3 Consumer Discretionary 11.06%
4 Financials 6.96%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.11%
470
177
$218K 0.11%
4,420
178
$216K 0.11%
661
179
$216K 0.11%
2,277
-1,399
180
$215K 0.11%
+2,400
181
$213K 0.11%
2,560
182
$212K 0.1%
4,880
183
$211K 0.1%
7,165
184
$210K 0.1%
+1,145
185
$204K 0.1%
1,485
186
$204K 0.1%
+7,098
187
$203K 0.1%
2,110
188
$200K 0.1%
+3,360
189
$116K 0.06%
+10,160
190
– –
-1,780
191
– –
-2,190
192
– –
-1,905
193
– –
-3,800
194
– –
-1,860
195
– –
-2,505
196
– –
-595
197
– –
-5,970
198
– –
-740
199
– –
-12,920
4 5 6 7
8