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
$529M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.25M
3
+$2.04M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.28M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.27M

Top Sells

1
+$846K
2
+$487K
3
+$463K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$438K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K

Sector Composition

1 Financials 6.27%
2 Real Estate 4.51%
3 Consumer Discretionary 0.71%
4 Technology 0.6%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.82M 1.48%
250,532
+25,049
27
$6.58M 1.24%
109,453
+7,336
28
$6.02M 1.14%
92,340
-6,671
29
$5.32M 1.01%
49,097
+4,006
30
$3.44M 0.65%
64,069
+1,967
31
$2.99M 0.56%
51,842
-6,124
32
$2.72M 0.51%
24,293
33
$2.66M 0.5%
29,545
+2,882
34
$2.15M 0.41%
18,044
-1,328
35
$2.01M 0.38%
23,140
+1,000
36
$1.8M 0.34%
27,118
+785
37
$1.76M 0.33%
11,630
-28
38
$1.57M 0.3%
10,393
-919
39
$1.55M 0.29%
27,732
-292
40
$1.51M 0.29%
11,760
-1,408
41
$1.48M 0.28%
6,367
+97
42
$1.36M 0.26%
76,180
-4,300
43
$1.35M 0.26%
14,468
-776
44
$1.15M 0.22%
10,091
+2,224
45
$1.06M 0.2%
50,536
-40,353
46
$999K 0.19%
16,985
-2,237
47
$958K 0.18%
48,105
-23,250
48
$911K 0.17%
3,053
-1,631
49
$883K 0.17%
11,109
-446
50
$857K 0.16%
6,167
-806
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