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
$553M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$7.63M
3
+$6.67M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$4.14M
5
MSTU
T-Rex 2X Long MSTR Daily Target ETF
MSTU
+$1.78M

Top Sells

1
+$16.6M
2
+$13.5M
3
+$3.4M
4
AAPL icon
Apple
AAPL
+$3.07M
5
PLTR icon
Palantir
PLTR
+$2.81M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 3.2%
3 Financials 1.97%
4 Healthcare 1.74%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-1,437
203
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-4,060
204
– –
-1,420
205
– –
-1,272
206
– –
-3,373
207
– –
-4,845
208
– –
-9,132
209
– –
-333
210
– –
-9,936
211
– –
-191,331
5 6 7 8
9