AFG
AFS Financial Group Portfolio holdings
AUM
$1.15M
This Quarter Return
+4.47%
1 Year Return
+23.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.15M
AUM Growth
+$1.15M
(-85%)
Cap. Flow
-$6.39M
Cap. Flow
% of AUM
-554.05%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
19
New
1
Increased
1
Reduced
1
Closed
15
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$236K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.39K |
Top Sells
| 1 |
Apple
AAPL
|
$1.34M |
| 2 |
Capital Group Core Equity ETF
CGUS
|
$675K |
| 3 |
Vanguard Value ETF
VTV
|
$594K |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$562K |
| 5 |
Fidelity Total Bond ETF
FBND
|
$550K |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Financials | 0% |
| 3 | Technology | 0% |
