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
76
$294K 0.2%
5,106
77
$291K 0.19%
7,376
-60
78
$279K 0.19%
904
-183
79
$277K 0.19%
2,795
80
$273K 0.18%
2,704
81
$268K 0.18%
1,206
82
$266K 0.18%
3,577
+65
83
$262K 0.18%
8,410
-339
84
$255K 0.17%
+23,300
85
$243K 0.16%
2,436
+70
86
$229K 0.15%
24,116
87
$214K 0.14%
1,250
88
$211K 0.14%
+6,250
89
$210K 0.14%
+1,011
90
$209K 0.14%
588
91
$208K 0.14%
+977
92
$202K 0.13%
+810
93
$97K 0.06%
11,863
+100
1 2 3
4