AFAS

Acorn Financial Advisory Services Portfolio holdings

AUM $652M
1-Year Est. Return 20.55%
This Quarter Est. Return
1 Year Est. Return
+20.55%
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 +$6.64M
3 +$2.31M
4
LMT icon
Lockheed Martin
LMT
+$1.95M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.6M

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