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 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
251
$17.7K 0.01%
+120
252
$17.2K 0.01%
+1,180
253
$17.2K 0.01%
+108
254
$17.1K 0.01%
+375
255
$16.8K 0.01%
336
256
$16.7K 0.01%
+470
257
$16.5K 0.01%
+215
258
$16.5K 0.01%
+407
259
$16.5K 0.01%
+340
260
$16K 0.01%
203
261
$15.7K 0.01%
+68
262
$15.6K 0.01%
+168
263
$15.4K 0.01%
+71
264
$15.1K 0.01%
+150
265
$14.8K 0.01%
107
266
$14.7K 0.01%
+266
267
$14.4K 0.01%
+56
268
$14.4K 0.01%
+132
269
$14.3K 0.01%
+150
270
$14.2K 0.01%
+430
271
$14.2K 0.01%
+335
272
$14.1K 0.01%
+1,000
273
$13.9K 0.01%
+40
274
$13.8K 0.01%
+304
275
$13.1K 0.01%
+73