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
$553M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$7.63M
3
+$6.68M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.66M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.23M

Top Sells

1
+$15.8M
2
+$12.4M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.94M
5
PLTR icon
Palantir
PLTR
+$2.7M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 3.2%
3 Financials 1.97%
4 Healthcare 1.74%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.47%
253,627
-71
27
$2.5M 0.45%
5,590
-884
28
$2.46M 0.45%
25,814
-566
29
$2.13M 0.39%
3,812
-364
30
$2.11M 0.38%
53,684
-7,986
31
$2.07M 0.37%
13,395
-1,032
32
$2.04M 0.37%
77,268
-3,397
33
$2.03M 0.37%
78,537
-39,145
34
$2.02M 0.37%
89,784
-4,756
35
$1.98M 0.36%
16,665
-5,872
36
$1.9M 0.34%
17,551
-11,119
37
$1.85M 0.33%
229,838
+25,499
38
$1.83M 0.33%
7,061
-977
39
$1.77M 0.32%
10,276
-344
40
$1.77M 0.32%
7,014
+1,232
41
$1.57M 0.28%
288,210
+221,100
42
$1.57M 0.28%
135,089
-6,296
43
$1.49M 0.27%
6,848
-263
44
$1.49M 0.27%
99,972
+30,797
45
$1.48M 0.27%
29,600
+15,100
46
$1.47M 0.27%
2,622
-465
47
$1.44M 0.26%
21,035
+470
48
$1.43M 0.26%
5,327
-468
49
$1.41M 0.26%
2,653
-28
50
$1.4M 0.25%
3,821
-2,418
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