AFG
AFS Financial Group Portfolio holdings
AUM
$1.15M
This Quarter Return
+4.49%
1 Year Return
+23.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$23.8M
AUM Growth
+$23.8M
(-78%)
Cap. Flow
-$84.9M
Cap. Flow
% of AUM
-357.59%
Top 10 Holdings %
Top 10 Hldgs %
88.96%
Holding
57
New
2
Increased
1
Reduced
14
Closed
39
Top Buys
| 1 |
Capital Group Core Equity ETF
CGUS
|
$2.46M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$973K |
| 3 |
Vanguard Core Bond ETF
VCRB
|
$807K |
Top Sells
| 1 |
Fidelity Total Bond ETF
FBND
|
$14.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.2M |
| 3 |
Vanguard Value ETF
VTV
|
$9.93M |
| 4 |
Apple
AAPL
|
$7.08M |
| 5 |
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% |
