AFA

Alpha Financial Advisors Portfolio holdings

AUM $327M
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$7.26M
3
+$2.3M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.08M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$855K

Top Sells

1
+$19.4M
2
+$6.1M
3
+$4.98M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.1M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.83M

Sector Composition

1 Technology 0.51%
2 Communication Services 0.29%
3 Financials 0.24%
4 Materials 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-358,107
52
– –
-895
53
– –
-1,577
1 2
3