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 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
201
$31.4K 0.01%
+2,100
202
$30.8K 0.01%
+1,027
203
$30.4K 0.01%
1,250
204
$30K 0.01%
+570
205
$29.8K 0.01%
+1,987
206
$29.7K 0.01%
+589
207
$29.6K 0.01%
+719
208
$29.2K 0.01%
626
209
$29.1K 0.01%
+214
210
$28.9K 0.01%
+2,758
211
$28.8K 0.01%
382
-1,246
212
$28.3K 0.01%
155
213
$28K 0.01%
+1,516
214
$27.7K 0.01%
+3,182
215
$26.7K 0.01%
+1,200
216
$25.7K 0.01%
890
217
$25.4K 0.01%
211
218
$25K 0.01%
+200
219
$25K 0.01%
+414
220
$24.5K 0.01%
+92
221
$24.3K 0.01%
+425
222
$24.1K 0.01%
+276
223
$23.9K 0.01%
+100
224
$23.6K 0.01%
+213
225
$23.3K 0.01%
+526