AA
AF Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+2.56%
1 Year Return
+23.91%
3 Year Return
+350.07%
5 Year Return
+340.05%
10 Year Return
–
AUM
$723M
AUM Growth
+$723M
(+2.1%)
Cap. Flow
-$2.72M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
99.54%
Holding
24
New
1
Increased
5
Reduced
3
Closed
3
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$408K |
| 2 |
DFS
Discover Financial Services
DFS
|
$243K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$31.9K |
| 4 |
Vanguard Growth ETF
VUG
|
$20.5K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$643 |
Top Sells
| 1 |
Fair Isaac
FICO
|
$2.67M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$247K |
| 3 |
3M
MMM
|
$205K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$201K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$87.9K |
Sector Composition
| 1 | Technology | 98.57% |
| 2 | Financials | 0.38% |
| 3 | Consumer Discretionary | 0.15% |
| 4 | Industrials | 0.1% |
| 5 | Energy | 0.09% |
