AFS

Access Financial Services Portfolio holdings

AUM $265M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
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
-9,248
102
-665
103
-3,526