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
$93.9M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.51M
3
+$1.29M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.26M
5
JEMA icon
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
+$1.17M

Top Sells

1
+$3.3M
2
+$1.16M
3
+$1.15M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$997K
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$849K

Sector Composition

1 Technology 4.75%
2 Consumer Discretionary 3.36%
3 Industrials 2.53%
4 Healthcare 2.48%
5 Financials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,435
102
– –
-2,781
103
– –
-11,604
104
– –
-45,891
1 2 3 4
5