AFAS

Acorn Financial Advisory Services Portfolio holdings

AUM $678M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$1.22M
3 +$1.21M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.04M
5
GLD icon
SPDR Gold Trust
GLD
+$1.02M

Top Sells

1 +$987K
2 +$895K
3 +$841K
4
XOM icon
Exxon Mobil
XOM
+$636K
5
M icon
Macy's
M
+$515K

Sector Composition

1 Technology 14.49%
2 Consumer Discretionary 8.23%
3 Communication Services 6.89%
4 Healthcare 6.79%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,434
177
-1,649