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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
CVX icon
76
Chevron
CVX
$346B
$281K 0.17%
+1,360
JMUB icon
77
JPMorgan Municipal ETF
JMUB
$7.86B
$280K 0.17%
5,610
+41
NFLX icon
78
Netflix
NFLX
$326B
$275K 0.16%
2,856
+394
PG icon
79
Procter & Gamble
PG
$350B
$270K 0.16%
+1,866
IVE icon
80
iShares S&P 500 Value ETF
IVE
$47.3B
$266K 0.16%
+1,262
VYM icon
81
Vanguard High Dividend Yield ETF
VYM
$78.3B
$265K 0.16%
1,791
-25
MCD icon
82
McDonald's
MCD
$198B
$254K 0.15%
816
-25
XLK icon
83
State Street Technology Select Sector SPDR ETF
XLK
$125B
$252K 0.15%
1,895
+1
SHYM
84
iShares Short Duration High Yield Muni Active ETF
SHYM
$754M
$250K 0.15%
11,352
+79
USMV icon
85
iShares MSCI USA Min Vol Factor ETF
USMV
$22.4B
$248K 0.15%
2,670
+15
NEE icon
86
NextEra Energy
NEE
$181B
$247K 0.15%
2,660
-204
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$76.6B
$247K 0.15%
1,154
-27
GDEC icon
88
FT Vest US Equity Moderate Buffer ETF December
GDEC
$437M
$246K 0.15%
6,645
FDEC icon
89
FT Vest US Equity Buffer ETF December
FDEC
$1.38B
$245K 0.15%
4,926
IEMG icon
90
iShares Core MSCI Emerging Markets ETF
IEMG
$166B
$245K 0.14%
+3,508
KO icon
91
Coca-Cola
KO
$342B
$242K 0.14%
3,180
-74
IVOO icon
92
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.68B
$237K 0.14%
2,074
+41
UNP icon
93
Union Pacific
UNP
$153B
$228K 0.14%
+941
PLD icon
94
Prologis
PLD
$131B
$225K 0.13%
1,705
-252
ORCL icon
95
Oracle
ORCL
$530B
$225K 0.13%
1,526
+23
PCAR icon
96
PACCAR
PCAR
$62.6B
$223K 0.13%
1,931
+86
MA icon
97
Mastercard
MA
$433B
$223K 0.13%
445
-70
NSC icon
98
Norfolk Southern
NSC
$67.4B
$214K 0.13%
747
-3
MMIT icon
99
IQ MacKay Municipal Intermediate ETF
MMIT
$1.45B
$214K 0.13%
8,876
-2,730
AMGN icon
100
Amgen
AMGN
$182B
$206K 0.12%
587
-98
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4
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