AFG
Affinia Financial Group Portfolio holdings
AUM
$144M
This Quarter Return
+5.81%
1 Year Return
+15.67%
3 Year Return
+37.47%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+17%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
97.43%
Holding
22
New
2
Increased
9
Reduced
6
Closed
1
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$16.3M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.31M |
| 3 |
Apple
AAPL
|
$1.1M |
| 4 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$639K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$543K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.01M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.7M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$544K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$371K |
| 5 |
Verizon
VZ
|
$232K |
Sector Composition
| 1 | Technology | 1.38% |
| 2 | Communication Services | 0.33% |
| 3 | Consumer Discretionary | 0.27% |
