AA

AF Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 23.91%
This Quarter Est. Return
1 Year Est. Return
+23.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$38.4K
3
+$26.7K
4
TSLA icon
Tesla
TSLA
+$23.6K
5
DVY icon
iShares Select Dividend ETF
DVY
+$13K

Top Sells

1
+$1.73M
2
+$220K
3
+$8.74K

Sector Composition

1 Technology 97.55%
2 Financials 0.46%
3 Energy 0.27%
4 Consumer Discretionary 0.22%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$256M 97.44%
364,845
-2,462
2
$1.2M 0.46%
32,040
3
$1.09M 0.41%
5,347
+131
4
$715K 0.27%
4,380
+10
5
$471K 0.18%
2,060
6
$439K 0.17%
27,543
+2,406
7
$408K 0.16%
1,635
+10
8
$382K 0.15%
3,261
+111
9
$316K 0.12%
2,000
10
$316K 0.12%
3,494
11
$293K 0.11%
1,778
-53
12
$288K 0.11%
1,389
+114
13
$288K 0.11%
+2,786
14
$287K 0.11%
700
15
$249K 0.09%
4,505
16
– –
-4,200