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
76
$859K 0.13%
17,176
-1,388
77
$855K 0.13%
6,064
78
$849K 0.13%
13,881
+144
79
$845K 0.13%
1,502
80
$839K 0.13%
10,001
+42
81
$816K 0.13%
1,326
-118
82
$808K 0.12%
14,760
-573
83
$802K 0.12%
7,761
+634
84
$800K 0.12%
13,974
-552
85
$780K 0.12%
3,650
-1,406
86
$779K 0.12%
32,545
+2,930
87
$774K 0.12%
3,198
+67
88
$773K 0.12%
57,864
-2,298
89
$757K 0.12%
9,036
-284
90
$754K 0.12%
1
91
$750K 0.12%
17,073
+2,143
92
$745K 0.11%
9,250
93
$719K 0.11%
2,447
+33
94
$716K 0.11%
2,624
-8
95
$712K 0.11%
4,619
+825
96
$692K 0.11%
6,822
-625
97
$682K 0.1%
8,055
+349
98
$673K 0.1%
2,384
+9
99
$650K 0.1%
27,900
+76
100
$648K 0.1%
15,134
+1,546
2 3
4
5 6