AFP

Alpha Financial Partners Portfolio holdings

AUM $139M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$6.61M
3
+$4.24M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.15M

Top Sells

1
+$5.02M
2
+$2.83M
3
+$2.68M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69M
5
JEMA icon
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
+$1.58M

Sector Composition

1 Technology 3.28%
2 Consumer Discretionary 2.51%
3 Industrials 2.27%
4 Consumer Staples 1.39%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$552K 0.54%
1,592
+83
27
$544K 0.54%
3,699
+379
28
$535K 0.53%
1,720
-25
29
$534K 0.53%
+14,925
30
$475K 0.47%
4,753
-614
31
$449K 0.44%
2,642
+79
32
$426K 0.42%
12,370
33
$424K 0.42%
6,976
-1,656
34
$416K 0.41%
2,955
+79
35
$395K 0.39%
2,541
36
$394K 0.39%
2,248
-2,032
37
$365K 0.36%
3,887
+69
38
$363K 0.36%
2,389
+5
39
$346K 0.34%
6,990
-1,320
40
$346K 0.34%
1,166
-214
41
$335K 0.33%
1,364
-9
42
$324K 0.32%
909
+100
43
$298K 0.29%
8,853
+682
44
$293K 0.29%
2,028
-230
45
$289K 0.29%
5,720
+1,830
46
$284K 0.28%
810
-147
47
$282K 0.28%
1,792
+202
48
$277K 0.27%
2,541
-446
49
$274K 0.27%
2,090
-675
50
$272K 0.27%
558
-165
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