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AFAM Capital Portfolio holdings

AUM $718M
1-Year Est. Return 12.09%
This Fund
S&P 500
This Quarter Est. Return
+0.52%
1 Year Est. Return
+12.09%
3 Year Est. Return
+52.11%
5 Year Est. Return
+58.21%
10 Year Est. Return
AUM
$721M
AUM Growth
Cap. Flow
+$731M
Cap. Flow %
101.4%
Top 10 Hldgs %
27.62%
Holding
140
New
140
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 12.66%
2 Industrials 12.23%
3 Financials 9.7%
4 Healthcare 5.9%
5 Energy 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLOT icon
1
iShares Floating Rate Bond ETF
FLOT
$10B
$27.9M 3.87%
+551,002
New +$27.9M
MBB icon
2
iShares MBS ETF
MBB
$39.3B
$27.5M 3.81%
+261,365
New +$28M
VCIT icon
3
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$25.7M 3.56%
+309,173
New +$26.9M
HYS icon
4
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$25.1M 3.48%
+244,683
New +$25.6M
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.7B
$20.6M 2.86%
+257,189
New +$20.8M
VCSH icon
6
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$20.3M 2.82%
+256,689
New +$20.6M
IHY icon
7
VanEck International High Yield Bond ETF
IHY
$43.2M
$13.9M 1.93%
+535,022
New +$14.4M
EMHY icon
8
iShares JPMorgan EM High Yield Bond ETF
EMHY
$613M
$13M 1.8%
+260,178
New +$13.9M
EMB icon
9
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$12.8M 1.77%
+116,652
New +$13.6M
EMLC icon
10
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$12.4M 1.72%
+255,713
New +$13.6M
HYEM icon
11
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$12.4M 1.71%
+491,174
New +$13M
STX icon
12
Seagate
STX
$178B
$8.82M 1.22%
+196,782
New +$7.93M
ETN icon
13
Eaton
ETN
$155B
$8.43M 1.17%
+128,067
New +$8.07M
PL
14
DELISTED
PROTECTIVE LIFE CORP
PL
$8.17M 1.13%
+212,698
New +$8.04M
DIS icon
15
Walt Disney
DIS
$170B
$8.06M 1.12%
+127,601
New +$8.06M
AMP icon
16
Ameriprise Financial
AMP
$47.5B
$7.75M 1.07%
+95,758
New +$7.44M
BRS
17
DELISTED
Bristow Group, Inc.
BRS
$7.39M 1.03%
+113,197
New +$7.23M
MSFT icon
18
Microsoft
MSFT
$2.93T
$7.34M 1.02%
+212,361
New +$6.96M
CMCSA icon
19
Comcast
CMCSA
$85B
$7.26M 1.01%
+347,808
New +$7.18M
JPM icon
20
JPMorgan Chase
JPM
$907B
$7.25M 1.01%
+137,389
New +$6.98M
JNK icon
21
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
$7.16M 0.99%
+60,425
New +$7.41M
HAS icon
22
Hasbro
HAS
$11.5B
$7.11M 0.99%
+158,522
New +$7.22M
WHR icon
23
Whirlpool
WHR
$2.48B
$7.07M 0.98%
+61,775
New +$7.49M
TSN icon
24
Tyson Foods
TSN
$20.3B
$7.02M 0.97%
+273,468
New +$6.77M
CSCO icon
25
Cisco
CSCO
$441B
$6.83M 0.95%
+280,527
New +$6.31M

Similar funds

AFAM Capital's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for AFAM Capital, which disclosed 140 positions worth $721M. Its ten largest holdings account for 28% of the portfolio.

Its largest position is iShares MBS ETF: 261,365 shares worth $27.5M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Industrials and Financials.

  • AFAM Capital's largest Q2 2013 buy was iShares MBS ETF: 261,365 shares worth $27.5M.
  • AFAM Capital's ten largest holdings make up 28% of its $721M portfolio in Q2 2013.
  • AFAM Capital disclosed 140 positions in Q2 2013, its first 13F filing on record.

Based on AFAM Capital's 13F filing for Q2 2013, filed 15 Aug 2013.