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
$7.47M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1 +$320K
2 +$240K
3 +$207K

Top Sells

1 +$3.35M
2 +$3.16M
3 +$2.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.68M
5
AAPL icon
Apple
AAPL
+$1.53M

Sector Composition

1 Technology 20.7%
2 Communication Services 5.21%
3 Financials 3.65%