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
176
$263K 0.04%
1,091
-158
177
$259K 0.04%
768
178
$256K 0.04%
632
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179
$250K 0.04%
2,266
-116
180
$247K 0.04%
1,150
+25
181
$246K 0.04%
6,212
+782
182
$241K 0.04%
2,334
183
$240K 0.04%
1,991
184
$237K 0.04%
5,037
+520
185
$236K 0.04%
683
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186
$235K 0.04%
+386
187
$233K 0.04%
1,940
+100
188
$232K 0.04%
+3,523
189
$232K 0.04%
+2,658
190
$232K 0.04%
2,426
+70
191
$228K 0.04%
925
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192
$226K 0.03%
7,773
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193
$224K 0.03%
+8,795
194
$224K 0.03%
+5,576
195
$224K 0.03%
+3,941
196
$223K 0.03%
+1,334
197
$221K 0.03%
4,755
198
$220K 0.03%
589
199
$219K 0.03%
1,659
-241
200
$215K 0.03%
+451
5 6 7
8
9