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AFA
AA Financial Advisors Portfolio holdings
AUM
$710M
1-Year Est. Return
18.48%
This Fund
S&P 500
This Quarter
Est. Return
+9.15%
1 Year Est. Return
+18.48%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$54.2M
(+13%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
4.68%
Top 10 Holdings %
Top 10 Hldgs %
36.11%
Holding
195
New
22
Increased
87
Reduced
54
Closed
9
Top Buys
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$7.6M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$5.95M |
| 3 |
Amazon
AMZN
|
+$5.42M |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$2.32M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$2.2M |
Top Sells
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$10.1M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$6.39M |
| 3 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$1.49M |
| 4 |
Eli Lilly
LLY
|
+$966K |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$780K |
Sector Composition
| 1 | Technology | 7.34% |
| 2 | Financials | 4.86% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Industrials | 2.44% |
| 5 | Healthcare | 2.22% |
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