AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
+5.36%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$615M
AUM Growth
+$615M
(-1.5%)
Cap. Flow
-$16.6M
Cap. Flow
% of AUM
-2.69%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
112
New
4
Increased
29
Reduced
72
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$3.22M |
| 2 |
Tesla
TSLA
|
$710K |
| 3 |
PARA
Paramount Global Class B
PARA
|
$235K |
| 4 |
Royal Caribbean
RCL
|
$223K |
| 5 |
Procter & Gamble
PG
|
$206K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.57M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.28M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$1.13M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$937K |
| 5 |
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% |
