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
$536M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.4M
3
+$2.34M
4
CRNC icon
Cerence
CRNC
+$2.17M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.89M

Top Sells

1
+$1.34M
2
+$1.3M
3
+$1.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$791K
5
AMZN icon
Amazon
AMZN
+$769K

Sector Composition

1 Technology 10.91%
2 Consumer Discretionary 4.25%
3 Financials 2.01%
4 Communication Services 1.93%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85.1K 0.02%
10,462
202
$66.6K 0.01%
11,686
203
$33.7K 0.01%
2,522
204
– –
-2,919
205
– –
-971
206
– –
-4,527
207
– –
-2,544
208
– –
-429
209
– –
-4,025
210
– –
-1,210
211
– –
-4,947
212
– –
-2,913
213
– –
-833
5 6 7 8
9