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
$321M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$472K
2
+$3.61K
3
+$171
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$50

Top Sells

1
+$1.69K

Sector Composition

1 Technology 97.87%
2 Financials 0.41%
3 Energy 0.23%
4 Consumer Discretionary 0.22%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$314M 97.71%
361,140
+543
2
$1.31M 0.41%
32,040
3
$1.14M 0.35%
5,364
+17
4
$737K 0.23%
4,370
-10
5
$562K 0.18%
2,060
6
$458K 0.14%
27,546
+3
7
$445K 0.14%
1,635
8
$354K 0.11%
2,786
9
$353K 0.11%
1,409
10
$352K 0.11%
3,267
11
$329K 0.1%
3,494
12
$306K 0.1%
1,788
+1
13
$299K 0.09%
700
14
$262K 0.08%
2,000
15
$241K 0.08%
4,505
16
$214K 0.07%
4,920