AA

AF Advisors Portfolio holdings

AUM $181M
1-Year Est. Return 30.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-30.31%
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
+$202K
2
+$195K
3
+$852
4
DVY icon
iShares Select Dividend ETF
DVY
+$831

Top Sells

1
+$239K
2
+$5.58K
3
+$3.72K
4
CVX icon
Chevron
CVX
+$1.55K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.31K

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
26
$222K 0.09%
+960
27
$215K 0.09%
293
-5
28
$214K 0.09%
7,587
+30
29
$210K 0.09%
4,200
30
$209K 0.09%
+1,000
1
2