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
51
$1.35M 0.24%
16,004
-31,990
52
$1.35M 0.24%
108,473
+41,732
53
$1.33M 0.24%
17,295
-526
54
$1.31M 0.24%
80,496
-4,289
55
$1.3M 0.24%
7,002
-2,468
56
$1.2M 0.22%
23,757
+8,965
57
$1.18M 0.21%
11,344
-299
58
$1.15M 0.21%
38,659
+9,979
59
$1.15M 0.21%
40,259
-1,400
60
$1.15M 0.21%
39,154
-5,250
61
$1.15M 0.21%
14,104
+69
62
$1.11M 0.2%
4,051
-283
63
$1.1M 0.2%
15,066
+48
64
$1.05M 0.19%
6,178
-289
65
$1.03M 0.19%
13,115
-694
66
$994K 0.18%
4,968
-650
67
$976K 0.18%
68,867
-3,041
68
$953K 0.17%
1,502
-100
69
$949K 0.17%
120,182
-123,336
70
$943K 0.17%
3,670
-392
71
$912K 0.16%
62,590
+301
72
$907K 0.16%
10,100
-785
73
$889K 0.16%
14,384
-1,329
74
$856K 0.15%
136,929
-8,227
75
$811K 0.15%
5,030
+342
1 2
3
4 5