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
$157M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$596K
3
+$518K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$403K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$257K

Top Sells

1
+$14.6M
2
+$434K
3
+$167K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$129K
5
AAPL icon
Apple
AAPL
+$85.9K

Sector Composition

1 Technology 2.65%
2 Financials 0.97%
3 Communication Services 0.57%
4 Healthcare 0.28%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$276K 0.18%
3,612
-37
27
$263K 0.17%
1,244
-13
28
$257K 0.16%
+895
29
$237K 0.15%
5,378
-185
30
$222K 0.14%
5,830
31
$212K 0.14%
1,503
-75
32
$105K 0.07%
11,334
33
– –
-4,071
1
2