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
76
$308K 0.22%
+16,524
77
$293K 0.21%
+800
78
$291K 0.21%
+5,106
79
$287K 0.2%
+1,206
80
$282K 0.2%
+7,436
81
$278K 0.2%
+2,704
82
$264K 0.19%
+8,749
83
$253K 0.18%
+6,947
84
$245K 0.17%
+24,116
85
$234K 0.17%
+1,250
86
$229K 0.16%
+2,366
87
$221K 0.16%
+588
88
$66.7K 0.05%
+11,763
1 2 3
4