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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-63
1952
$0 ﹤0.01%
12
1953
– –
-200
1954
– –
-52
1955
– –
-200
1956
– –
-2,283
1957
– –
-253
1958
$0 ﹤0.01%
22
1959
– –
-17
1960
– –
-49
1961
– –
-50
1962
$0 ﹤0.01%
250
1963
– –
-4
1964
– –
-5
1965
– –
-15
1966
– –
-34
1967
$0 ﹤0.01%
2
1968
– –
-670
1969
$0 ﹤0.01%
6
1970
– –
0
1971
$0 ﹤0.01%
9
1972
– –
-820
1973
$0 ﹤0.01%
1
1974
$0 ﹤0.01%
+5
1975
$0 ﹤0.01%
6
-12
77 78
79
80 81