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AFP
Alpha Financial Partners Portfolio holdings
AUM
$169M
1-Year Est. Return
18.4%
This Fund
S&P 500
1 Year Est. Return
+18.4%
AUM
$169M
AUM Growth
+$5.11M
(+3.1%)
Holding
105
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.55M | |
| 3 | +$696K | |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
+$583K |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$552K |
Top Sells
| 1 | +$931K | |
| 2 | +$866K | |
| 3 | +$232K | |
| 4 |
Qualcomm
QCOM
|
+$222K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
iShares S&P 500 Growth ETF
IVW
$74.8B
| $205K | 0.12% |
+1,815
|
|
||
102
Blackstone
BX
$151B
| $205K | 0.12% |
1,781
+347
|
|
||
103
PureCycle Technologies
PCT
$1.75B
| $165K | 0.1% |
31,792
+11,079
|
|
||
|
104
Qualcomm
QCOM
$238B
| – | – |
-1,297
|
|
||
105
Stryker
SYK
$118B
| – | – |
-660
|
|