AFAS
Acorn Financial Advisory Services Portfolio holdings
AUM
$610M
1-Year Return
20.5%
This Quarter Return
+5.25%
1 Year Return
+20.5%
3 Year Return
+71.6%
5 Year Return
+109.92%
10 Year Return
–
AUM
$500M
AUM Growth
+$176M
(+55%)
Cap. Flow
+$166M
Cap. Flow
% of AUM
33.14%
Top 10 Holdings %
Top 10 Hldgs %
56.75%
Holding
221
New
9
Increased
110
Reduced
78
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$53.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$36.3M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$31.5M |
| 4 |
Vanguard Growth ETF
VUG
|
$26.8M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$24M |
Top Sells
| 1 |
Apple
AAPL
|
$17.6M |
| 2 |
Coinbase
COIN
|
$2.35M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$1.86M |
| 4 |
CLDR
Cloudera, Inc.
CLDR
|
$1.47M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$717K |
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Consumer Discretionary | 5.35% |
| 3 | Financials | 3.66% |
| 4 | Communication Services | 2.95% |
| 5 | Healthcare | 1.92% |
