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
$513M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.91M
3
+$2.43M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.12M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.79M

Top Sells

1
+$1.62M
2
+$891K
3
+$676K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$667K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$404K

Sector Composition

1 Financials 6.52%
2 Real Estate 4.13%
3 Consumer Discretionary 0.71%
4 Industrials 0.67%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 1.38%
225,483
+27,347
27
$6.51M 1.27%
99,011
-10,152
28
$6.13M 1.2%
102,117
+9,782
29
$4.85M 0.95%
45,091
+5,139
30
$3.32M 0.65%
62,102
+818
31
$3.29M 0.64%
57,966
+3,819
32
$2.69M 0.53%
24,293
33
$2.47M 0.48%
26,663
+896
34
$2.33M 0.46%
19,372
-772
35
$2.1M 0.41%
22,140
-300
36
$1.81M 0.35%
90,889
-81,095
37
$1.79M 0.35%
+26,333
38
$1.76M 0.34%
11,312
-318
39
$1.75M 0.34%
11,658
-639
40
$1.68M 0.33%
13,168
-835
41
$1.43M 0.28%
80,480
-17,560
42
$1.42M 0.28%
71,355
-13,209
43
$1.39M 0.27%
28,024
-512
44
$1.38M 0.27%
4,684
-4
45
$1.33M 0.26%
15,244
-1,969
46
$1.3M 0.25%
6,270
+146
47
$1.1M 0.21%
19,222
-2,887
48
$934K 0.18%
6,973
-245
49
$889K 0.17%
7,867
+3,186
50
$878K 0.17%
17,905
-18,171
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