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
126
$370K 0.07%
10,800
-3,867
127
$363K 0.07%
2,375
-528
128
$348K 0.06%
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129
$347K 0.06%
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130
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131
$336K 0.06%
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132
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133
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7,689
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134
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7,181
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135
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13,118
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136
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137
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138
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1,660
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139
$317K 0.06%
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143
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11,211
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144
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145
$307K 0.06%
2,992
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146
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147
$299K 0.05%
2,857
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148
$298K 0.05%
3,021
-1,645
149
$298K 0.05%
1,277
-282
150
$292K 0.05%
1,691
-296
4 5
6
7 8