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
$23.8M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$973K
3
+$807K

Top Sells

1
+$14.7M
2
+$10.2M
3
+$9.93M
4
AAPL icon
Apple
AAPL
+$7.08M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.44M

Sector Composition

1 Technology 11.43%
2 Communication Services 2.77%
3 Financials 1.99%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,146
52
– –
-2,399
53
– –
-4,346
54
– –
-33,105
55
– –
-21,320
56
– –
-3,778
57
– –
-4,897
1 2
3