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
$565M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.05M
3
+$1.75M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.35M

Top Sells

1
+$7.14M
2
+$1.3M
3
+$1.13M
4
VUG icon
Vanguard Growth ETF
VUG
+$617K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$400K

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 4.21%
3 Financials 2.21%
4 Healthcare 1.87%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.04%
1,236
177
$244K 0.04%
1,461
-32
178
$242K 0.04%
1,352
-4
179
$240K 0.04%
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-62
180
$237K 0.04%
56
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181
$237K 0.04%
2,850
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182
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5,178
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183
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184
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6,289
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185
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186
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+911
187
$228K 0.04%
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188
$225K 0.04%
+2,549
189
$224K 0.04%
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190
$221K 0.04%
4,288
191
$217K 0.04%
+9,027
192
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193
$216K 0.04%
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194
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195
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196
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10,356
-1,630
197
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+2,453
198
$202K 0.04%
2,694
-1,400
199
$202K 0.04%
6,996
-603
200
$201K 0.04%
+712
5 6 7
8
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