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
51
$271K 0.27%
465
-4
52
$265K 0.26%
4,929
53
$262K 0.26%
1,540
-248
54
$258K 0.25%
1,667
-797
55
$258K 0.25%
5,159
-12,299
56
$258K 0.25%
1,158
-2
57
$257K 0.25%
5,318
-16,859
58
$257K 0.25%
892
-278
59
$248K 0.24%
1,183
-563
60
$246K 0.24%
+502
61
$246K 0.24%
1,845
-138
62
$245K 0.24%
1,060
-357
63
$244K 0.24%
1,663
+11
64
$231K 0.23%
2,073
65
$231K 0.23%
4,598
-1,483
66
$228K 0.23%
1,138
-8,410
67
$226K 0.22%
+937
68
$223K 0.22%
+1,480
69
$221K 0.22%
3,448
-1,650
70
$221K 0.22%
370
-84
71
$218K 0.22%
4,975
+87
72
$217K 0.21%
1,452
+171
73
$215K 0.21%
1,317
-538
74
$214K 0.21%
+9,820
75
$212K 0.21%
+2,347
1 2
3
4