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
$230M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$388K
2 +$142K
3 +$113K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$87.1K
5
VT icon
Vanguard Total World Stock ETF
VT
+$51.6K

Top Sells

1 +$409K
2 +$231K
3 +$210K
4
NSC icon
Norfolk Southern
NSC
+$206K
5
KMB icon
Kimberly-Clark
KMB
+$201K

Sector Composition

1 Technology 7.51%
2 Consumer Discretionary 5.44%
3 Healthcare 4.09%
4 Communication Services 3.24%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$11K ﹤0.01%
274
152
$10K ﹤0.01%
34
+3
153
$8K ﹤0.01%
149
154
$4K ﹤0.01%
34
155
$1K ﹤0.01%
20
156
-4,079
157
-48
158
-775
159
-1,499