AFG

Affinia Financial Group Portfolio holdings

AUM $144M
1-Year Est. Return 15.67%
This Quarter Est. Return
1 Year Est. Return
+15.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$434K
3
+$294K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$268K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$237K

Top Sells

1
+$2.42M
2
+$247K
3
+$155K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$32.1K
5
AAPL icon
Apple
AAPL
+$17.2K

Sector Composition

1 Technology 2.47%
2 Financials 0.64%
3 Communication Services 0.51%
4 Healthcare 0.25%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$292K 0.18%
2,513
27
$281K 0.17%
3,649
28
$257K 0.15%
1,257
-20
29
$235K 0.14%
5,563
30
$232K 0.14%
5,830
31
$222K 0.13%
1,578
-76
32
$103K 0.06%
11,334
33
– –
-853
1
2