AA
AF Advisors Portfolio holdings
AUM
$290M
1-Year Return
23.91%
This Quarter Return
+0.12%
1 Year Return
+23.91%
3 Year Return
+350.07%
5 Year Return
+340.05%
10 Year Return
–
AUM
$290M
AUM Growth
-$239M
(-45%)
Cap. Flow
-$235M
Cap. Flow
% of AUM
-81.1%
Top 10 Holdings %
Top 10 Hldgs %
98.01%
Holding
30
New
8
Increased
6
Reduced
2
Closed
2
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$10.5M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$6.96M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$3.83M |
| 4 |
Capital One
COF
|
$312K |
| 5 |
Microsoft
MSFT
|
$251K |
Top Sells
| 1 |
Fair Isaac
FICO
|
$257M |
| 2 |
DFS
Discover Financial Services
DFS
|
$240K |
| 3 |
AbbVie
ABBV
|
$201K |
| 4 |
Apple
AAPL
|
$3.08K |
Sector Composition
| 1 | Technology | 88.7% |
| 2 | Financials | 1.06% |
| 3 | Industrials | 0.35% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Energy | 0.22% |
