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
$339M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.21M
3
+$2.67M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.61M
5
APPN icon
Appian
APPN
+$2.16M

Top Sells

1
+$1.66M
2
+$1.43M
3
+$753K
4
BAC icon
Bank of America
BAC
+$622K
5
UAA icon
Under Armour
UAA
+$586K

Sector Composition

1 Technology 24.51%
2 Consumer Discretionary 8.74%
3 Communication Services 4.69%
4 Financials 3.8%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.53%
9,632
-7
52
$1.8M 0.53%
7,938
+456
53
$1.77M 0.52%
17,345
+4,204
54
$1.75M 0.52%
+7,648
55
$1.74M 0.51%
6,443
+183
56
$1.73M 0.51%
7,755
+4,957
57
$1.71M 0.5%
12,524
+1,284
58
$1.67M 0.49%
32,579
+11,590
59
$1.65M 0.49%
30,376
+3,398
60
$1.65M 0.49%
19,597
-3,363
61
$1.59M 0.47%
+10,817
62
$1.56M 0.46%
23,046
-566
63
$1.52M 0.45%
95,865
-3,393
64
$1.5M 0.44%
15,820
+267
65
$1.48M 0.44%
11,002
+665
66
$1.4M 0.41%
13,136
+176
67
$1.39M 0.41%
136,491
+2,505
68
$1.39M 0.41%
9,602
+3,370
69
$1.38M 0.41%
18,758
-265
70
$1.37M 0.4%
25,207
-5,319
71
$1.36M 0.4%
10,967
+802
72
$1.36M 0.4%
33,723
+434
73
$1.34M 0.4%
56,722
+993
74
$1.3M 0.38%
59,849
+24,771
75
$1.25M 0.37%
11,665
+208
1 2
3
4 5