AFA

AA Financial Advisors Portfolio holdings

AUM $509M
1-Year Est. Return 16.37%
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.76%
2 Financials 6.07%
3 Healthcare 4.69%
4 Consumer Discretionary 4.47%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$203K 0.08%
+5,619
152
$200K 0.08%
+7,024
153
$45.3K 0.02%
10,000