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
$274M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.69M
3
+$1.55M
4
XYZ
Block Inc
XYZ
+$1.33M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M

Top Sells

1
+$3.37M
2
+$2.44M
3
+$2.27M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.23M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M

Sector Composition

1 Technology 26.44%
2 Consumer Discretionary 10.83%
3 Communication Services 5.54%
4 Financials 4.58%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.53%
19,023
-215
52
$1.44M 0.53%
16,270
+496
53
$1.43M 0.52%
6,249
+113
54
$1.43M 0.52%
22,960
-6,098
55
$1.41M 0.51%
10,337
-9
56
$1.4M 0.51%
26,978
+3,297
57
$1.34M 0.49%
10,165
+382
58
$1.33M 0.49%
30,526
+1,023
59
$1.32M 0.48%
55,729
+2,105
60
$1.3M 0.48%
49,085
+13,749
61
$1.29M 0.47%
133,986
+24,525
62
$1.28M 0.47%
33,116
-35
63
$1.23M 0.45%
14,473
+580
64
$1.21M 0.44%
99,258
+14,374
65
$1.21M 0.44%
13,141
+638
66
$1.16M 0.42%
12,960
+1,148
67
$1.16M 0.42%
15,553
+601
68
$1.16M 0.42%
7,037
+360
69
$1.14M 0.42%
52,780
+1,964
70
$1.12M 0.41%
19,232
-183
71
$1.08M 0.39%
20,989
+1,354
72
$1.06M 0.39%
8,817
+2,055
73
$1.06M 0.39%
14,437
+2
74
$1.05M 0.38%
1,251
75
$1.03M 0.37%
11,457
-2,004
1 2
3
4 5