AF

Affiance Financial Portfolio holdings

AUM $621M
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.26M
3 +$918K
4
NSPR icon
InspireMD
NSPR
+$501K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$474K

Top Sells

1 +$696K
2 +$444K
3 +$341K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$296K
5
INTC icon
Intel
INTC
+$254K

Sector Composition

1 Technology 5.02%
2 Healthcare 2.62%
3 Communication Services 1.73%
4 Consumer Discretionary 1.41%
5 Consumer Staples 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,210