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
351
$3.8K ﹤0.01%
+100
352
$3.78K ﹤0.01%
+100
353
$3.75K ﹤0.01%
+28
354
$3.74K ﹤0.01%
+120
355
$3.57K ﹤0.01%
+70
356
$3.52K ﹤0.01%
+160
357
$3.46K ﹤0.01%
+107
358
$3.43K ﹤0.01%
+41
359
$3.42K ﹤0.01%
+189
360
$3.36K ﹤0.01%
+167
361
$3.29K ﹤0.01%
+75
362
$3.17K ﹤0.01%
34
363
$3.13K ﹤0.01%
+100
364
$2.89K ﹤0.01%
+62
365
$2.81K ﹤0.01%
48
366
$2.66K ﹤0.01%
+70
367
$2.54K ﹤0.01%
+3
368
$2.53K ﹤0.01%
39
369
$2.52K ﹤0.01%
+147
370
$2.39K ﹤0.01%
+56
371
$2.35K ﹤0.01%
+28
372
$2.21K ﹤0.01%
+57
373
$2.09K ﹤0.01%
+39
374
$2.08K ﹤0.01%
+50
375
$2.05K ﹤0.01%
+33
13 14
15
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