AFAS

Acorn Financial Advisory Services Portfolio holdings

AUM $730M
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.65M
3
+$2.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.33M

Top Sells

1
+$1.2M
2
+$1.14M
3
+$904K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$769K
5
CRCL
Circle Internet Group
CRCL
+$703K

Sector Composition

1 Technology 8.43%
2 Consumer Discretionary 3.03%
3 Financials 2.04%
4 Communication Services 1.68%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.53%
72,875
-88
27
$3.34M 0.51%
15,214
+1,146
28
$3.33M 0.51%
13,712
+246
29
$3.09M 0.47%
11,870
30
$2.96M 0.45%
6,650
-415
31
$2.88M 0.44%
15,811
-34
32
$2.76M 0.42%
5,534
-57
33
$2.76M 0.42%
59,710
+1,966
34
$2.54M 0.39%
267,862
+228
35
$2.44M 0.37%
52,081
+1,626
36
$2.36M 0.36%
75,851
-327
37
$2.21M 0.34%
88,106
-417
38
$2.05M 0.32%
3,082
-588
39
$1.86M 0.28%
8,871
-18
40
$1.75M 0.27%
15,514
+70
41
$1.73M 0.27%
7,801
+1,436
42
$1.67M 0.26%
127,252
-4,175
43
$1.64M 0.25%
5,520
+8
44
$1.64M 0.25%
2,454
+81
45
$1.64M 0.25%
37,267
-1,741
46
$1.51M 0.23%
3,021
-43
47
$1.47M 0.22%
217,164
-6,359
48
$1.44M 0.22%
17,295
49
$1.41M 0.22%
73,178
-4,685
50
$1.4M 0.21%
112,168
-3,722
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