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
$369M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$8.13M
2 +$4.24M
3 +$3.49M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M

Sector Composition

1 Technology 4.46%
2 Healthcare 2.69%
3 Communication Services 1.88%
4 Consumer Discretionary 1.46%
5 Consumer Staples 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,630
102
-13,673