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
$116M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.18M
3
+$560K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$481K
5
MSFT icon
Microsoft
MSFT
+$295K

Top Sells

1
+$1.18M
2
+$731K
3
+$418K
4
DIS icon
Walt Disney
DIS
+$287K
5
CSCO icon
Cisco
CSCO
+$278K

Sector Composition

1 Technology 3.52%
2 Industrials 2.43%
3 Consumer Discretionary 2.15%
4 Healthcare 1.63%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-807
79
– –
-3,434
80
– –
-3,719
81
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-1,872
82
– –
-1,216
83
– –
-391
84
– –
-4,994
1 2 3
4