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
$429M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1 +$237K
2 +$206K
3 +$2.34K
4
AAPL icon
Apple
AAPL
+$1.93K
5
TSLA icon
Tesla
TSLA
+$1.24K

Top Sells

1 +$253K
2 +$23.2K

Sector Composition

1 Technology 98.14%
2 Financials 0.42%
3 Consumer Discretionary 0.18%
4 Energy 0.15%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$420M 98.01%
360,923
-217
2
$1.58M 0.37%
32,040
3
$1.27M 0.3%
5,364
4
$652K 0.15%
4,370
5
$609K 0.14%
2,060
6
$511K 0.12%
27,549
+3
7
$508K 0.12%
1,635
8
$423K 0.1%
2,786
9
$385K 0.09%
3,287
+20
10
$368K 0.09%
3,494
11
$351K 0.08%
1,414
+5
12
$346K 0.08%
1,798
+10
13
$333K 0.08%
700
14
$285K 0.07%
2,000
15
$244K 0.06%
4,920
16
$238K 0.06%
4,105
-400
17
$237K 0.06%
+4,200
18
$206K 0.05%
+426