AFA
AA Financial Advisors Portfolio holdings
AUM
$509M
1-Year Est. Return
16.39%
1 Year Est. Return
+16.39%
AUM
$509M
AUM Growth
+$44.8M
(+9.7%)
Holding
201
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.68M | |
| 3 | +$1.52M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.41M |
| 5 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$1.24M |
Top Sells
| 1 | +$2.9M | |
| 2 | +$1.86M | |
| 3 | +$1.69M | |
| 4 |
Advanced Drainage Systems
WMS
|
+$812K |
| 5 |
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
|
+$653K |
Sector Composition
| 1 | Technology | 7.96% |
| 2 | Financials | 4.07% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Industrials | 2.63% |
| 5 | Healthcare | 2.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Texas Instruments
TXN
$159B
| – | – |
-1,314
|
|