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
$191M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$7.53M
2 +$5.04M
3 +$4.44M
4
META icon
Meta Platforms (Facebook)
META
+$3.51M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.78M

Top Sells

1 +$926K
2 +$800K
3 +$654K
4
CRNC icon
Cerence
CRNC
+$364K
5
XOM icon
Exxon Mobil
XOM
+$323K

Sector Composition

1 Technology 15.9%
2 Consumer Discretionary 10.49%
3 Communication Services 6.44%
4 Healthcare 4.16%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-83,500