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
276
$12.6K 0.01%
+155
277
$12.4K 0.01%
+120
278
$12.3K 0.01%
+50
279
$12.3K 0.01%
+182
280
$12.2K ﹤0.01%
+1,088
281
$12.1K ﹤0.01%
+50
282
$12.1K ﹤0.01%
+169
283
$12K ﹤0.01%
+240
284
$12K ﹤0.01%
+407
285
$11.8K ﹤0.01%
+1,448
286
$11.7K ﹤0.01%
+233
287
$11.2K ﹤0.01%
+613
288
$11.2K ﹤0.01%
+221
289
$10.9K ﹤0.01%
+150
290
$10.8K ﹤0.01%
+141
291
$10.8K ﹤0.01%
+183
292
$10.6K ﹤0.01%
+78
293
$10.5K ﹤0.01%
+220
294
$10.5K ﹤0.01%
81
295
$10.1K ﹤0.01%
96
296
$10K ﹤0.01%
+449
297
$9.82K ﹤0.01%
+41
298
$9.68K ﹤0.01%
+1,150
299
$9.63K ﹤0.01%
+500
300
$9.61K ﹤0.01%
+126
10 11
12
13 14