AFA

American Financial Advisors Portfolio holdings

AUM $716M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$31.8M
3
+$27.5M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$24.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.02%
2 Real Estate 1.32%
3 Healthcare 0.69%
4 Consumer Discretionary 0.59%
5 Technology 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 0.97%
+51,703
27
$4.25M 0.93%
+222,904
28
$4.1M 0.9%
+289,152
29
$3.43M 0.75%
+75,776
30
$3.26M 0.71%
+21,116
31
$2.81M 0.62%
+24,293
32
$2.57M 0.56%
+54,319
33
$2.21M 0.48%
+20,544
34
$2.06M 0.45%
+41,245
35
$1.73M 0.38%
+15,559
36
$1.66M 0.36%
+22,120
37
$1.61M 0.35%
+154,657
38
$1.57M 0.35%
+12,340
39
$1.57M 0.34%
+11,730
40
$1.5M 0.33%
+86,721
41
$1.26M 0.28%
+28,441
42
$1.24M 0.27%
+4,937
43
$1.21M 0.27%
+30,756
44
$1.12M 0.25%
+19,570
45
$1.05M 0.23%
+214,989
46
$1.04M 0.23%
+6,075
47
$1.03M 0.23%
+13,076
48
$991K 0.22%
+26,312
49
$727K 0.16%
+11,667
50
$712K 0.16%
+7,011
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