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
376
$1.99K ﹤0.01%
+116
377
$1.96K ﹤0.01%
+25
378
$1.9K ﹤0.01%
+26
379
$1.83K ﹤0.01%
+111
380
$1.81K ﹤0.01%
+66
381
$1.6K ﹤0.01%
+5
382
$1.57K ﹤0.01%
+25
383
$1.54K ﹤0.01%
+35
384
$1.53K ﹤0.01%
+63
385
$1.5K ﹤0.01%
+65
386
$1.5K ﹤0.01%
+5
387
$1.45K ﹤0.01%
+37
388
$1.44K ﹤0.01%
+5
389
$1.42K ﹤0.01%
+79
390
$1.35K ﹤0.01%
+79
391
$1.27K ﹤0.01%
+27
392
$1.26K ﹤0.01%
+3
393
$1.25K ﹤0.01%
+8
394
$1.25K ﹤0.01%
+4
395
$1.21K ﹤0.01%
+50
396
$1.18K ﹤0.01%
+106
397
$1.09K ﹤0.01%
+112
398
$1.05K ﹤0.01%
+4
399
$1.01K ﹤0.01%
+11
400
$989 ﹤0.01%
+47
14 15
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