AFG
AFS Financial Group Portfolio holdings
AUM
$1.15M
This Quarter Return
+9.17%
1 Year Return
+23.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(-27%)
Cap. Flow
-$52.6M
Cap. Flow
% of AUM
-49.41%
Top 10 Holdings %
Top 10 Hldgs %
75.14%
Holding
99
New
4
Increased
4
Reduced
47
Closed
44
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$13M |
| 2 |
Vanguard Value ETF
VTV
|
$9.58M |
| 3 |
Vanguard International High Dividend Yield ETF
VYMI
|
$5.53M |
| 4 |
Microsoft
MSFT
|
$3.93M |
| 5 |
JPMorgan Chase
JPM
|
$3.08M |
Sector Composition
| 1 | Technology | 14.33% |
| 2 | Financials | 4.72% |
| 3 | Healthcare | 2.53% |
| 4 | Consumer Staples | 2.15% |
| 5 | Communication Services | 1.81% |
