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
$345M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$5.8M
2 +$5.45M
3 +$4.87M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$2.86M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.59M

Top Sells

1 +$5.09M
2 +$1.59M
3 +$1.4M
4
INTC icon
Intel
INTC
+$570K
5
BLK icon
Blackrock
BLK
+$557K

Sector Composition

1 Technology 7.33%
2 Healthcare 3.7%
3 Financials 3.65%
4 Consumer Discretionary 3.45%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-677
177
-3,828
178
-7,024
179
-1,707
180
-707
181
-55,436
182
-31,166