AFA

Alpha Financial Advisors Portfolio holdings

AUM $259M
1-Year Est. Return 9.97%
This Quarter Est. Return
1 Year Est. Return
+9.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.6M
3
+$14.3M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.2M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.3%
2 Consumer Staples 0.25%
3 Consumer Discretionary 0.2%
4 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$345K 0.3%
+8,357
27
$344K 0.3%
+5,065
28
$338K 0.29%
+5,150
29
$328K 0.28%
+4,892
30
$307K 0.27%
+1,432
31
$287K 0.25%
+1,893
32
$275K 0.24%
+11,259
33
$259K 0.23%
+10,783
34
$256K 0.22%
+14,357
35
$254K 0.22%
+18,288
36
$245K 0.21%
+4,340
37
$228K 0.2%
+1,147
38
$228K 0.2%
+11,236
39
$222K 0.19%
+6,745
40
$206K 0.18%
+9,248
41
$205K 0.18%
+537
42
$201K 0.17%
+4,200
43
$200K 0.17%
+2,147
1
2