AFS
AFG Fiduciary Services Portfolio holdings
AUM
$172M
1-Year Est. Return
11.9%
1 Year Est. Return
+11.9%
AUM
$155M
AUM Growth
+$19.1M
(+14%)
Holding
89
Top Buys
| 1 | +$2.72M | |
| 2 | +$2.52M | |
| 3 | +$2.23M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$1.41M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$965K |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.5M | |
| 3 | +$1.27M | |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$1.05M |
| 5 |
NVIDIA
NVDA
|
+$908K |
Sector Composition
| 1 | Consumer Discretionary | 5.8% |
| 2 | Technology | 5.54% |
| 3 | Financials | 0.91% |
| 4 | Energy | 0.9% |
| 5 | Industrials | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Boeing
BA
$164B
| $214K | 0.14% |
+1,020
|
|
||
77
Universal Technical Institute
UTI
$1.71B
| $212K | 0.14% |
+6,500
|
|
||
78
SPDR Bloomberg High Yield Bond ETF
JNK
$8.17B
| $205K | 0.13% |
+2,124
|
|
||
79
Verizon
VZ
$172B
| $203K | 0.13% |
4,645
-630
|
|
||
80
Hudbay
HBM
$6.5B
| $113K | 0.07% |
10,600
-500
|
|
||
81
Hecla Mining
HL
$9.69B
| $89.5K | 0.06% |
+15,000
|
|
||
82
Krispy Kreme
DNUT
$558M
| $80.8K | 0.05% |
+25,335
|
|
||
83
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$4.21B
| $60.6K | 0.04% |
+1,287
|
|
||
84
Denison Mines
DNN
$2.63B
| $26.3K | 0.02% |
15,000
|
|
||
85
Woodward
WWD
$15.1B
| – | – |
-1,575
|
|
||
86
Global X Uranium ETF
URA
$5.66B
| – | – |
-36,454
|
|
||
87
Plug Power
PLUG
$3.96B
| – | – |
-39,200
|
|
||
88
VanEck Uranium + Nuclear Energy ETF
NLR
$3.23B
| – | – |
-7,601
|
|
||
89
First Trust Water ETF
FIW
$1.98B
| – | – |
-2,290
|
|