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
$110M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.23M
3
+$651K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$362K
5
WMT icon
Walmart
WMT
+$251K

Top Sells

1
+$395K
2
+$274K
3
+$265K
4
AMGN icon
Amgen
AMGN
+$257K
5
HON icon
Honeywell
HON
+$248K

Sector Composition

1 Technology 2.95%
2 Industrials 2.56%
3 Consumer Discretionary 2.25%
4 Consumer Staples 1.69%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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85
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87
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88
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-5,512
1 2 3
4