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AFA

Alpha Financial Advisors Portfolio holdings

AUM $326M
1-Year Est. Return 15.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$2.12M
3
+$1.97M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.87M
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.27M

Top Sells

1
+$5.18M
2
+$126K
3
+$107K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$85.6K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$81.6K

Sector Composition

1 Technology 0.78%
2 Healthcare 0.49%
3 Communication Services 0.36%
4 Financials 0.21%
5 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$758K 0.27%
12,655
+30
27
$687K 0.24%
21,515
28
$681K 0.24%
1,315
-42
29
$578K 0.2%
4,936
-12
30
$578K 0.2%
10,395
+2,179
31
$564K 0.2%
2,320
+45
32
$536K 0.19%
4,929
33
$446K 0.16%
1,832
+15
34
$420K 0.15%
5,322
-402
35
$394K 0.14%
5,653
+65
36
$383K 0.13%
7,417
37
$374K 0.13%
558
-23
38
$344K 0.12%
451
-3
39
$334K 0.12%
5,827
+13
40
$327K 0.12%
3,500
+13
41
$327K 0.11%
4,086
+6
42
$318K 0.11%
4,332
-156
43
$308K 0.11%
1,649
-163
44
$303K 0.11%
2,336
45
$301K 0.11%
1,072
+5
46
$301K 0.11%
1,958
-18
47
$300K 0.11%
631
-1
48
$299K 0.11%
10,937
+123
49
$297K 0.1%
1,167
+1
50
$283K 0.1%
6,671
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