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
$429M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$7.49M
3 +$4.13M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K

Sector Composition

1 Technology 4.14%
2 Healthcare 2.18%
3 Communication Services 1.65%
4 Consumer Discretionary 1.32%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.05%
+5,203
102
-2,874
103
-992
104
-753
105
-15,868