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
51
$1.39M 0.21%
2,774
-101
52
$1.38M 0.21%
27,341
-1,760
53
$1.36M 0.21%
4,139
+71
54
$1.33M 0.2%
4,417
-374
55
$1.31M 0.2%
19,400
-956
56
$1.26M 0.19%
36,051
-1,181
57
$1.21M 0.19%
6,302
-325
58
$1.19M 0.18%
111,826
+5,566
59
$1.19M 0.18%
5,853
-115
60
$1.17M 0.18%
4,940
-211
61
$1.16M 0.18%
13,115
62
$1.15M 0.18%
36,292
-704
63
$1.13M 0.17%
22,276
+6,391
64
$1.1M 0.17%
5,264
-9
65
$1.09M 0.17%
3,548
-6
66
$1.07M 0.16%
6,450
-206
67
$1.03M 0.16%
63,206
-3,394
68
$1.03M 0.16%
10,644
-471
69
$953K 0.15%
13,226
-395
70
$948K 0.15%
7,914
+1,570
71
$944K 0.14%
6,780
+1,305
72
$933K 0.14%
23,558
+4,802
73
$920K 0.14%
12,052
+2,581
74
$904K 0.14%
13,278
-450
75
$873K 0.13%
18,133
-796
1 2
3
4 5