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
101
$550K 0.1%
16,536
-1,401
102
$549K 0.1%
15,048
+6,875
103
$537K 0.1%
14,738
-3,102
104
$535K 0.1%
27,040
-190
105
$524K 0.09%
41,686
106
$511K 0.09%
14,012
-452
107
$502K 0.09%
631
-212
108
$502K 0.09%
2,544
+198
109
$491K 0.09%
7,056
+568
110
$468K 0.08%
5,984
+215
111
$464K 0.08%
9,276
-953
112
$456K 0.08%
3,735
+490
113
$453K 0.08%
1,450
+4
114
$438K 0.08%
1,436
-111
115
$436K 0.08%
8,754
-1,878
116
$432K 0.08%
791
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117
$431K 0.08%
9,727
+25
118
$419K 0.08%
6,426
-2,076
119
$418K 0.08%
1,338
-6
120
$415K 0.08%
7,639
-544
121
$411K 0.07%
3,138
+176
122
$408K 0.07%
9,901
+2
123
$391K 0.07%
2,291
-25
124
$379K 0.07%
1,081
-1,182
125
$373K 0.07%
3,539
3 4
5
6 7