ASFA

All Season Financial Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 25.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.19M
3
+$3.77M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M

Top Sells

1
+$4.34M
2
+$3.82M
3
+$3.66M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.62M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.43M

Sector Composition

1 Financials 8.1%
2 Technology 3.77%
3 Real Estate 1.85%
4 Consumer Discretionary 1.03%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
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