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
$247M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.27M
3
+$5.36M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M

Top Sells

1
+$2.29M
2
+$1.66M
3
+$1.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$529K
5
AAPL icon
Apple
AAPL
+$502K

Sector Composition

1 Healthcare 4.52%
2 Technology 4.51%
3 Consumer Staples 2.14%
4 Industrials 2.02%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43.3K 0.02%
1,418
177
$43.1K 0.02%
+307
178
$42.1K 0.02%
+600
179
$41.6K 0.02%
+400
180
$41.2K 0.02%
+700
181
$40.5K 0.02%
+869
182
$40.2K 0.02%
+232
183
$39.2K 0.02%
+4,333
184
$37.8K 0.02%
+889
185
$36.2K 0.01%
+1,662
186
$35.9K 0.01%
+1,066
187
$35.7K 0.01%
+1,022
188
$35.2K 0.01%
202
189
$34.7K 0.01%
+239
190
$34.2K 0.01%
+2,819
191
$33.9K 0.01%
+1,555
192
$33.7K 0.01%
+336
193
$33.6K 0.01%
+521
194
$33.3K 0.01%
+157
195
$32.9K 0.01%
+584
196
$32.4K 0.01%
+750
197
$32.3K 0.01%
+692
198
$32.1K 0.01%
+170
199
$32K 0.01%
+1,603
200
$31.6K 0.01%
+200
6 7
8
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