AFAS

Acorn Financial Advisory Services Portfolio holdings

AUM $678M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
-$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$6.63M
3
+$2.33M
4
LMT icon
Lockheed Martin
LMT
+$2.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.64M

Top Sells

1
+$31.3M
2
+$1.38M
3
+$989K
4
CDLX icon
Cardlytics
CDLX
+$961K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$832K

Sector Composition

1 Technology 10.17%
2 Consumer Discretionary 4.59%
3 Communication Services 2.38%
4 Financials 2.3%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-23,786
7 8 9 10
11