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
51
$636K 0.42%
4,174
52
$520K 0.35%
11,086
+2
53
$488K 0.33%
2,990
+70
54
$474K 0.32%
6,608
+5
55
$463K 0.31%
17,397
56
$426K 0.28%
5,580
-1,640
57
$423K 0.28%
21,518
-2,000
58
$421K 0.28%
11,472
59
$414K 0.28%
4,451
-359
60
$405K 0.27%
2,011
+96
61
$404K 0.27%
1,445
-36
62
$396K 0.26%
5,716
-100
63
$396K 0.26%
5,934
64
$395K 0.26%
7,563
-543
65
$381K 0.25%
1,491
66
$371K 0.25%
2,048
67
$369K 0.25%
6,602
+10
68
$368K 0.25%
6,646
+561
69
$360K 0.24%
4,061
70
$339K 0.23%
8,540
+1,593
71
$336K 0.22%
8,930
-600
72
$336K 0.22%
4,551
73
$326K 0.22%
950
+150
74
$317K 0.21%
4,114
75
$313K 0.21%
16,524
1 2
3
4