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
301
$9.59K ﹤0.01%
186
302
$9.55K ﹤0.01%
+161
303
$9.53K ﹤0.01%
+34
304
$9.5K ﹤0.01%
+56
305
$9.39K ﹤0.01%
+231
306
$9.23K ﹤0.01%
+63
307
$9.09K ﹤0.01%
+649
308
$9.08K ﹤0.01%
+595
309
$9.06K ﹤0.01%
+147
310
$9.02K ﹤0.01%
45
311
$8.86K ﹤0.01%
+880
312
$8.33K ﹤0.01%
+352
313
$8.25K ﹤0.01%
+75
314
$8.2K ﹤0.01%
+200
315
$8.2K ﹤0.01%
+400
316
$7.94K ﹤0.01%
37
317
$7.7K ﹤0.01%
+70
318
$7.48K ﹤0.01%
+104
319
$7.1K ﹤0.01%
+800
320
$7.09K ﹤0.01%
54
321
$6.98K ﹤0.01%
72
322
$6.61K ﹤0.01%
31
323
$6.45K ﹤0.01%
+800
324
$6.32K ﹤0.01%
+497
325
$6.19K ﹤0.01%
+150