AFP
Alpha Financial Partners Portfolio holdings
AUM
$139M
This Quarter Return
+9.6%
1 Year Return
+11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+18%)
Cap. Flow
+$8.38M
Cap. Flow
% of AUM
8.27%
Top 10 Holdings %
Top 10 Hldgs %
69.16%
Holding
96
New
14
Increased
27
Reduced
36
Closed
15
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.46M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.61M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$4.24M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$2.26M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.15M |
Top Sells
Sector Composition
| 1 | Technology | 3.28% |
| 2 | Consumer Discretionary | 2.51% |
| 3 | Industrials | 2.27% |
| 4 | Consumer Staples | 1.39% |
| 5 | Financials | 1.33% |
