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
$82.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$6.63M
3
+$4.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.32%
2 Consumer Discretionary 3.3%
3 Financials 2.6%
4 Healthcare 2.58%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.38%
+1,321
52
$309K 0.38%
+1,174
53
$307K 0.37%
+6,428
54
$300K 0.36%
+2,210
55
$300K 0.36%
+2,657
56
$299K 0.36%
+5,967
57
$298K 0.36%
+561
58
$290K 0.35%
+5,160
59
$289K 0.35%
+1,748
60
$285K 0.35%
+4,485
61
$263K 0.32%
+2,182
62
$263K 0.32%
+985
63
$259K 0.31%
+5,442
64
$256K 0.31%
+2,943
65
$254K 0.31%
+17,380
66
$247K 0.3%
+1,399
67
$247K 0.3%
+1,167
68
$246K 0.3%
+1,867
69
$245K 0.3%
+669
70
$239K 0.29%
+1,198
71
$238K 0.29%
+684
72
$234K 0.28%
+10,620
73
$234K 0.28%
+5,240
74
$232K 0.28%
+1,815
75
$231K 0.28%
+2,086
1 2
3
4