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AFA
American Financial Advisors Portfolio holdings
AUM
$750M
1-Year Est. Return
12.49%
This Fund
S&P 500
This Quarter
Est. Return
-1.59%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$750M
AUM Growth
-$25.2M
(-3.3%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
54.36%
Holding
166
New
6
Increased
60
Reduced
79
Closed
7
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.23M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$679K |
| 3 |
iShares Silver Trust
SLV
|
+$321K |
| 4 |
SPDR Gold Trust
GLD
|
+$320K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$272K |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.12M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.06M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
+$1.02M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$988K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$983K |
Sector Composition
| 1 | Financials | 5.23% |
| 2 | Technology | 2.18% |
| 3 | Healthcare | 1.86% |
| 4 | Industrials | 1.58% |
| 5 | Consumer Discretionary | 1.32% |
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