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
$299M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$5.24K
3
+$1.75K
4
DVY icon
iShares Select Dividend ETF
DVY
+$680

Top Sells

1
+$3.44M

Sector Composition

1 Technology 97.66%
2 Financials 0.46%
3 Consumer Discretionary 0.24%
4 Energy 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$292M 97.48%
360,597
-4,248
2
$1.37M 0.46%
32,040
3
$1.18M 0.39%
5,347
4
$689K 0.23%
4,380
5
$507K 0.17%
2,060
6
$475K 0.16%
27,543
7
$463K 0.15%
1,635
8
$370K 0.12%
3,267
+6
9
$369K 0.12%
1,409
+20
10
$363K 0.12%
2,786
11
$347K 0.12%
1,787
+9
12
$342K 0.11%
3,494
13
$318K 0.11%
2,000
14
$310K 0.1%
700
15
$253K 0.08%
4,505
16
$208K 0.07%
+4,920