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
101
$645K 0.1%
19,028
+1,467
102
$624K 0.1%
36,253
-707
103
$622K 0.1%
33,164
-1,337
104
$601K 0.09%
8,302
-282
105
$582K 0.09%
10,196
+5,332
106
$579K 0.09%
11,221
-1,279
107
$569K 0.09%
714
-64
108
$566K 0.09%
11,053
+872
109
$563K 0.09%
1,583
+416
110
$559K 0.09%
41,686
111
$553K 0.08%
7,432
-239
112
$545K 0.08%
7,682
+1,705
113
$541K 0.08%
6,852
+367
114
$533K 0.08%
1,615
+87
115
$526K 0.08%
7,935
+25
116
$521K 0.08%
2,830
-270
117
$509K 0.08%
7,044
-407
118
$498K 0.08%
2,122
+259
119
$494K 0.08%
5,726
-29
120
$485K 0.07%
2,999
-46
121
$480K 0.07%
6,642
-269
122
$474K 0.07%
17,345
+2,589
123
$473K 0.07%
11,261
+2,185
124
$466K 0.07%
1,535
+83
125
$461K 0.07%
7,066
+591
3 4
5
6 7