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
126
$437K 0.07%
1,796
-2
127
$430K 0.07%
7,604
-1,027
128
$426K 0.07%
1,352
+74
129
$415K 0.06%
9,458
-78
130
$404K 0.06%
9,039
-220
131
$400K 0.06%
15,936
+1,719
132
$397K 0.06%
+6,900
133
$387K 0.06%
3,756
+196
134
$386K 0.06%
11,252
135
$386K 0.06%
13,339
-2,521
136
$382K 0.06%
7,673
+1,947
137
$369K 0.06%
2,986
-54
138
$367K 0.06%
1,074
-384
139
$361K 0.06%
3,041
+184
140
$361K 0.06%
1,292
-130
141
$360K 0.06%
466
142
$356K 0.05%
5,506
-797
143
$353K 0.05%
3,525
+1,397
144
$350K 0.05%
1,523
-9
145
$346K 0.05%
2,249
+154
146
$345K 0.05%
148
-20
147
$341K 0.05%
2,828
+708
148
$341K 0.05%
1,384
+55
149
$341K 0.05%
6,689
-904
150
$336K 0.05%
1,196
-83
4 5
6
7 8