AFP
Alpha Financial Partners Portfolio holdings
AUM
$139M
This Quarter Return
+9.35%
1 Year Return
+11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+11%)
Cap. Flow
+$4.37M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
67.01%
Holding
100
New
15
Increased
33
Reduced
35
Closed
11
Top Buys
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.06M |
| 2 |
Invesco QQQ Trust
QQQ
|
$684K |
| 3 |
iShares Core High Dividend ETF
HDV
|
$524K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$466K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$435K |
Sector Composition
| 1 | Technology | 3.62% |
| 2 | Industrials | 2.75% |
| 3 | Consumer Discretionary | 2.46% |
| 4 | Financials | 2% |
| 5 | Communication Services | 1.3% |
