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
$615M
AUM Growth
-$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$235K
3
+$234K
4
RCL icon
Royal Caribbean
RCL
+$223K
5
PG icon
Procter & Gamble
PG
+$206K

Top Sells

1
+$1.57M
2
+$1.28M
3
+$1.13M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$937K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$909K

Sector Composition

1 Real Estate 3.66%
2 Financials 2.83%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.64%
573,617
-28,023
27
$7.69M 1.25%
218,040
-9,774
28
$7.61M 1.24%
176,013
-2,695
29
$5.85M 0.95%
58,697
-3,144
30
$5.22M 0.85%
41,246
-649
31
$4.72M 0.77%
74,103
-166
32
$4.22M 0.69%
36,439
+2,019
33
$3.71M 0.6%
30,437
+281
34
$3.6M 0.58%
24,293
-102
35
$3.5M 0.57%
44,836
-883
36
$3.39M 0.55%
176,680
-37,114
37
$3.37M 0.55%
21,440
-240
38
$2.64M 0.43%
25,065
+287
39
$2.26M 0.37%
56,014
-3,062
40
$1.97M 0.32%
7,084
-422
41
$1.9M 0.31%
11,182
-126
42
$1.87M 0.3%
45,214
-1,996
43
$1.84M 0.3%
30,645
+1,656
44
$1.74M 0.28%
31,634
+2,385
45
$1.73M 0.28%
15,639
+655
46
$1.7M 0.28%
17,125
+36
47
$1.45M 0.24%
17,301
-1,254
48
$1.35M 0.22%
44,067
-1,668
49
$1.31M 0.21%
62,230
-830
50
$1.29M 0.21%
8,582
-200
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