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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
51
$278K 0.1%
1,288
-129
52
$275K 0.1%
4,221
53
$266K 0.09%
5,230
54
$261K 0.09%
3,626
-1,173
55
$242K 0.09%
1,103
-92
56
$239K 0.08%
3,349
+16
57
$238K 0.08%
8,537
-350
58
$230K 0.08%
1,577
59
$227K 0.08%
451
60
$222K 0.08%
3,405
61
$211K 0.07%
+5,354
62
$208K 0.07%
+896
63
– –
-105,213
1 2
3