AFS

Access Financial Services Portfolio holdings

AUM $276M
1-Year Est. Return 9.33%
This Quarter Est. Return
1 Year Est. Return
+9.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$10.4M
3
+$2.82M
4
TSLA icon
Tesla
TSLA
+$1.73M
5
ECH icon
iShares MSCI Chile ETF
ECH
+$1.66M

Top Sells

1
+$11.4M
2
+$2.09M
3
+$2.04M
4
TXN icon
Texas Instruments
TXN
+$1.58M
5
JNPR
Juniper Networks
JNPR
+$1.57M

Sector Composition

1 Industrials 8.85%
2 Technology 6.26%
3 Consumer Discretionary 3.74%
4 Energy 3.31%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-49,588
102
– –
-9,248
103
– –
-665
1 2 3 4
5