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
$708M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$201K
3
+$4.86K
4
AAPL icon
Apple
AAPL
+$1.17K
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.08K

Top Sells

1
+$894K

Sector Composition

1 Technology 98.59%
2 Financials 0.28%
3 Industrials 0.14%
4 Consumer Discretionary 0.12%
5 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$697M 98.41%
358,682
-460
2
$1.81M 0.26%
32,040
3
$1.53M 0.22%
5,408
+1
4
$806K 0.11%
2,061
+1
5
$647K 0.09%
1,685
6
$644K 0.09%
4,370
7
$641K 0.09%
5,280
+40
8
$598K 0.08%
26,958
+18
9
$529K 0.07%
2,838
10
$424K 0.06%
3,374
11
$418K 0.06%
1,793
+5
12
$404K 0.06%
2,992
+8
13
$402K 0.06%
700
14
$326K 0.05%
2,000
15
$319K 0.05%
1,218
16
$259K 0.04%
442
17
$247K 0.03%
3,815
18
$228K 0.03%
1,150
19
$222K 0.03%
936
+1
20
$213K 0.03%
494
21
$208K 0.03%
4,200
22
$205K 0.03%
+1,500
23
$201K 0.03%
+1,681