AFG

AFS Financial Group Portfolio holdings

AUM $1.15M
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$255K
3
+$211K
4
TSLA icon
Tesla
TSLA
+$210K
5
BA icon
Boeing
BA
+$208K

Top Sells

1
+$125K
2
+$112K
3
+$110K
4
BOX icon
Box
BOX
+$107K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$88.7K

Sector Composition

1 Technology 22.62%
2 Financials 7.13%
3 Healthcare 5.3%
4 Consumer Discretionary 4.88%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.95%
12,682
+70
27
$1.41M 0.94%
11,441
-22
28
$1.4M 0.93%
6,199
29
$1.39M 0.93%
34,418
-159
30
$1.38M 0.92%
22,259
31
$1.32M 0.88%
30,066
-190
32
$1.31M 0.87%
6,389
33
$1.31M 0.87%
12,640
-60
34
$1.3M 0.87%
29,869
-2,573
35
$1.26M 0.84%
12,151
+416
36
$1.24M 0.83%
11,347
37
$1.14M 0.76%
6,229
-30
38
$1.03M 0.69%
38,566
-3,987
39
$1.01M 0.68%
10,507
+114
40
$1.01M 0.67%
16,307
+69
41
$894K 0.6%
17,892
-616
42
$862K 0.58%
9,815
+830
43
$809K 0.54%
7,916
+48
44
$801K 0.53%
11,487
-69
45
$750K 0.5%
4,870
+91
46
$728K 0.49%
2,467
+7
47
$720K 0.48%
22,199
+3,523
48
$711K 0.47%
20,726
49
$697K 0.46%
5,197
50
$636K 0.42%
4,216
-38
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2
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