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
$240M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$1.79M
2 +$428K
3 +$309K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$307K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$265K

Sector Composition

1 Technology 8.81%
2 Healthcare 4.28%
3 Communication Services 3.36%
4 Consumer Discretionary 3.28%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-400
152
-5,289
153
-149
154
-718
155
-150
156
-594
157
-547