AA

AF Advisors Portfolio holdings

AUM $246M
1-Year Est. Return 18.35%
This Quarter Est. Return
1 Year Est. Return
-18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$222K
2
+$209K
3
+$853
4
T icon
AT&T
T
+$847

Top Sells

1
+$238K
2
+$5.97K
3
+$3.67K
4
CVX icon
Chevron
CVX
+$1.55K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.36K

Sector Composition

1 Technology 85.62%
2 Financials 1.3%
3 Industrials 0.49%
4 Consumer Discretionary 0.48%
5 Energy 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$395B
$222K 0.09%
+960
META icon
27
Meta Platforms (Facebook)
META
$1.66T
$215K 0.09%
293
-5
T icon
28
AT&T
T
$171B
$214K 0.09%
7,587
+30
WABC icon
29
Westamerica Bancorp
WABC
$1.23B
$210K 0.09%
4,200
VXF icon
30
Vanguard Extended Market ETF
VXF
$25B
$209K 0.09%
+1,000
1
2