AFA
Alpha Financial Advisors Portfolio holdings
AUM
$259M
This Quarter Return
+10.15%
1 Year Return
+9.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+25%)
Cap. Flow
+$24.1M
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
86.48%
Holding
49
New
8
Increased
16
Reduced
10
Closed
9
Top Buys
Top Sells
| 1 |
iShares JPMorgan EM Corporate Bond ETF
CEMB
|
$10.4M |
| 2 |
Dimensional Global Real Estate ETF
DFGR
|
$2.68M |
| 3 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
$2.2M |
| 4 |
Avantis Real Estate ETF
AVRE
|
$577K |
| 5 |
Bank of America
BAC
|
$331K |
Sector Composition
| 1 | Technology | 0.41% |
| 2 | Communication Services | 0.3% |
| 3 | Materials | 0.13% |
| 4 | Consumer Discretionary | 0.12% |
| 5 | Consumer Staples | 0.11% |
