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Alpha Financial Partners Portfolio holdings

AUM $169M
1-Year Est. Return 18.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.55M
3
+$696K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$583K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$552K

Top Sells

1
+$931K
2
+$866K
3
+$232K
4
QCOM icon
Qualcomm
QCOM
+$222K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$142K

Sector Composition

1 Industrials 3.97%
2 Financials 3.29%
3 Technology 3.15%
4 Consumer Discretionary 2.01%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$2.82T
$1.18M 0.7%
3,182
+28
IBIT icon
27
iShares Bitcoin Trust
IBIT
$48B
$1.12M 0.66%
29,056
+11,047
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.48T
$1.08M 0.64%
3,782
-48
FLOT icon
29
iShares Floating Rate Bond ETF
FLOT
$9.59B
$1.04M 0.61%
20,362
+643
LGN
30
Legence Corp
LGN
$6.58B
$1.01M 0.6%
17,866
+9
CGXU icon
31
Capital Group International Focus Equity ETF
CGXU
$6.51B
$897K 0.53%
30,411
+18,928
XOM icon
32
Exxon Mobil
XOM
$571B
$843K 0.5%
4,966
+53
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.06T
$822K 0.49%
1,715
+83
AMZN icon
34
Amazon
AMZN
$2.63T
$807K 0.48%
3,877
+107
COST icon
35
Costco
COST
$422B
$765K 0.45%
767
-9
GLDM icon
36
SPDR Gold MiniShares Trust
GLDM
$28.7B
$704K 0.42%
7,591
-569
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$656B
$653K 0.39%
2,037
-25
TSLA icon
38
Tesla
TSLA
$1.5T
$649K 0.38%
1,746
-2
IGSB icon
39
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$633K 0.37%
12,048
+90
LLY icon
40
Eli Lilly
LLY
$980B
$632K 0.37%
687
+76
GOCT icon
41
FT Vest US Equity Moderate Buffer ETF October
GOCT
$307M
$630K 0.37%
16,297
-2,654
VGT icon
42
Vanguard Information Technology ETF
VGT
$146B
$618K 0.37%
7,080
+336
AVGO icon
43
Broadcom
AVGO
$1.96T
$614K 0.36%
1,983
-56
TJX icon
44
TJX Companies
TJX
$181B
$595K 0.35%
3,724
-198
QQQI icon
45
NEOS Nasdaq 100 High Income ETF
QQQI
$12.6B
$577K 0.34%
11,603
+1,039
MAGS icon
46
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.65B
$569K 0.34%
9,823
+143
PALC icon
47
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$226M
$556K 0.33%
10,732
-2,117
TIP icon
48
iShares TIPS Bond ETF
TIP
$14.9B
$550K 0.33%
+4,986
IWR icon
49
iShares Russell Mid-Cap ETF
IWR
$55.6B
$542K 0.32%
5,578
-196
HD icon
50
Home Depot
HD
$333B
$509K 0.3%
1,548
+74
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