AF

Affiance Financial Portfolio holdings

AUM $549M
1-Year Est. Return 12.86%
This Quarter Est. Return
1 Year Est. Return
+12.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.27M
3
+$5.36M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M

Top Sells

1
+$2.29M
2
+$1.66M
3
+$1.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$529K
5
AAPL icon
Apple
AAPL
+$502K

Sector Composition

1 Healthcare 4.52%
2 Technology 4.51%
3 Consumer Staples 2.14%
4 Industrials 2.02%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.2K 0.01%
+140
227
$23.1K 0.01%
+975
228
$23K 0.01%
132
-115
229
$22.7K 0.01%
+711
230
$22.5K 0.01%
+69
231
$22.5K 0.01%
+667
232
$22.4K 0.01%
+492
233
$22.1K 0.01%
+189
234
$21.5K 0.01%
+249
235
$21.4K 0.01%
+472
236
$21.3K 0.01%
+1,925
237
$20.9K 0.01%
+504
238
$20.4K 0.01%
+160
239
$20.2K 0.01%
+900
240
$20.2K 0.01%
+1,196
241
$19.9K 0.01%
+100
242
$19.8K 0.01%
+323
243
$19.6K 0.01%
+2,067
244
$19.4K 0.01%
+300
245
$19.2K 0.01%
+585
246
$19.2K 0.01%
+554
247
$18.7K 0.01%
+214
248
$18.5K 0.01%
+400
249
$18.4K 0.01%
+875
250
$18.2K 0.01%
+1,100
8 9
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