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
$154M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$565K
2
+$349K
3
+$303K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$282K
5
MS icon
Morgan Stanley
MS
+$233K

Top Sells

1
+$2.31M
2
+$1.35M
3
+$860K
4
ABB
ABB Ltd
ABB
+$711K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$615K

Sector Composition

1 Technology 23.86%
2 Financials 7.52%
3 Healthcare 5.27%
4 Consumer Discretionary 4.71%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$530K 0.34%
4,451
52
$528K 0.34%
3,042
+52
53
$510K 0.33%
11,084
-2
54
$479K 0.31%
2,339
+328
55
$472K 0.31%
6,603
-5
56
$471K 0.31%
1,381
+477
57
$458K 0.3%
17,397
58
$454K 0.29%
1,617
+126
59
$453K 0.29%
11,740
+268
60
$450K 0.29%
6,191
+1,640
61
$431K 0.28%
1,445
62
$419K 0.27%
894
-56
63
$409K 0.27%
7,911
+348
64
$386K 0.25%
1,475
+464
65
$386K 0.25%
4,399
-1,181
66
$366K 0.24%
5,716
67
$355K 0.23%
2,048
68
$349K 0.23%
+2,167
69
$338K 0.22%
5,541
-1,105
70
$338K 0.22%
8,909
+369
71
$336K 0.22%
1,354
+148
72
$331K 0.21%
5,834
-100
73
$323K 0.21%
6,238
-364
74
$322K 0.21%
3,103
+308
75
$317K 0.21%
16,524
1 2
3
4