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
151
$336K 0.05%
11,894
-86
152
$327K 0.05%
3,073
+158
153
$325K 0.05%
5,661
-282
154
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5,589
155
$325K 0.05%
4,365
+48
156
$314K 0.05%
5,884
-59
157
$313K 0.05%
1,148
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158
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6,888
+6
159
$298K 0.05%
523
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160
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121,366
-204,786
161
$294K 0.05%
2,508
162
$293K 0.05%
3,264
-3,162
163
$292K 0.04%
42,221
164
$288K 0.04%
1,336
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165
$284K 0.04%
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166
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167
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168
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169
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170
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171
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172
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2,018
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173
$267K 0.04%
2,726
+47
174
$267K 0.04%
288
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175
$264K 0.04%
+5,906
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