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
$701M
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.28M
3
+$1.08M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1M

Top Sells

1
+$1.43M
2
+$916K
3
+$894K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$850K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$746K

Sector Composition

1 Real Estate 3.83%
2 Financials 2.58%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 1.83%
589,982
+16,365
27
$9.42M 1.34%
187,940
+11,927
28
$8.28M 1.18%
226,587
+8,547
29
$5.85M 0.83%
61,016
+2,319
30
$5.03M 0.72%
37,869
+1,430
31
$4.87M 0.7%
66,804
-7,299
32
$4.77M 0.68%
37,394
-3,852
33
$4.1M 0.59%
24,293
34
$3.75M 0.54%
23,040
+1,600
35
$3.67M 0.52%
42,279
-2,557
36
$3.4M 0.49%
28,375
-2,062
37
$2.93M 0.42%
145,028
-31,652
38
$2.58M 0.37%
22,706
-2,359
39
$2.39M 0.34%
50,564
-5,450
40
$2.22M 0.32%
55,214
+11,147
41
$2.22M 0.32%
16,834
-291
42
$2.19M 0.31%
+17,560
43
$2.13M 0.3%
10,925
-257
44
$1.97M 0.28%
7,430
+346
45
$1.68M 0.24%
30,370
-1,264
46
$1.67M 0.24%
27,818
-2,827
47
$1.64M 0.23%
8,364
-218
48
$1.48M 0.21%
58,190
-4,040
49
$1.45M 0.21%
13,191
-2,448
50
$1.42M 0.2%
29,847
-15,367
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