AFG
AFS Financial Group Portfolio holdings
AUM
$1.15M
This Quarter Return
+7.94%
1 Year Return
+23.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+6.7%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
55.37%
Holding
93
New
5
Increased
33
Reduced
32
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$491K |
| 2 |
AFB
AllianceBernstein National Municipal Income Fund
AFB
|
$255K |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
$211K |
| 4 |
Tesla
TSLA
|
$210K |
| 5 |
Boeing
BA
|
$208K |
Top Sells
| 1 |
Fidelity Investment Grade Bond ETF
FIGB
|
$112K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$110K |
| 3 |
Box
BOX
|
$107K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$88.7K |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
$66.8K |
Sector Composition
| 1 | Technology | 22.62% |
| 2 | Financials | 7.13% |
| 3 | Healthcare | 5.3% |
| 4 | Consumer Discretionary | 4.88% |
| 5 | Consumer Staples | 4.51% |
