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

Top Buys

1
+$19.7M
2
+$7.63M
3
+$6.68M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.66M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.23M

Top Sells

1
+$15.8M
2
+$12.4M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.94M
5
PLTR icon
Palantir
PLTR
+$2.7M

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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-1,437
202
– –
-4,060
203
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-1,420
204
– –
-1,272
205
– –
-3,373
206
– –
-4,845
207
– –
-9,132
208
– –
-333
209
– –
-1,991
210
– –
-9,936
211
– –
-191,331
5 6 7 8
9