AFA
AA Financial Advisors Portfolio holdings
AUM
$464M
This Quarter Return
+8.83%
1 Year Return
+19.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.11%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$11.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$10.2M |
| 3 |
Capital Group Core Plus Income ETF
CGCP
|
$7.91M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$7.72M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$6.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.51% |
| 2 | Technology | 1.42% |
| 3 | Healthcare | 0.28% |
| 4 | Consumer Discretionary | 0.18% |
