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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.1M
3
+$10.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.45M
5
JPM icon
JPMorgan Chase
JPM
+$4.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.1%
2 Financials 8.05%
3 Healthcare 6.26%
4 Consumer Discretionary 5.02%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.36%
+11,084
52
$494K 0.35%
+1,491
53
$487K 0.35%
+4,254
54
$459K 0.33%
+17,397
55
$458K 0.33%
+2,920
56
$453K 0.32%
+6,603
57
$418K 0.3%
+5,816
58
$404K 0.29%
+6,592
59
$397K 0.28%
+1,915
60
$393K 0.28%
+4,810
61
$390K 0.28%
+1,481
62
$386K 0.27%
+8,106
63
$386K 0.27%
+11,472
64
$377K 0.27%
+7,220
65
$365K 0.26%
+2,048
66
$356K 0.25%
+5,934
67
$344K 0.24%
+4,114
68
$336K 0.24%
+1,087
69
$331K 0.24%
+4,061
70
$330K 0.23%
+2,795
71
$328K 0.23%
+9,530
72
$327K 0.23%
+3,512
73
$327K 0.23%
+4,551
74
$320K 0.23%
+23,518
75
$308K 0.22%
+6,085
1 2
3
4