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
$205M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.11M
3 +$997K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$977K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$611K

Top Sells

1 +$3.19M
2 +$620K
3 +$463K
4
VZ icon
Verizon
VZ
+$228K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$228K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.97%
3 Consumer Discretionary 2.91%
4 Communication Services 2.55%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,875