AFA
Alpha Financial Advisors Portfolio holdings
AUM
$259M
1-Year Return
9.97%
This Quarter Return
+7.55%
1 Year Return
+9.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.72%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
