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
76
$227K 0.27%
+4,642
77
$224K 0.27%
+2,631
78
$205K 0.25%
+986
79
$143K 0.17%
+631
80
$89.5K 0.11%
+1,250
81
$29K 0.04%
+51,160
1 2 3
4