AFAS
Acorn Financial Advisory Services Portfolio holdings
AUM
$610M
1-Year Return
20.5%
This Quarter Return
+10.36%
1 Year Return
+20.5%
3 Year Return
+71.6%
5 Year Return
+109.92%
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.05%
Holding
160
New
160
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$7.24M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$5.07M |
| 3 |
Apple
AAPL
|
$2.52M |
| 4 |
Marsh & McLennan
MMC
|
$2.41M |
| 5 |
Exxon Mobil
XOM
|
$2.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.14% |
| 2 | Consumer Discretionary | 9.96% |
| 3 | Financials | 7.66% |
| 4 | Healthcare | 6.81% |
| 5 | Communication Services | 6.19% |
