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
$377M
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$888K
3
+$416K
4
IYH icon
iShares US Healthcare ETF
IYH
+$323K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$312K

Top Sells

1
+$60.4M
2
+$32.3M
3
+$27.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$27.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$26.5M

Sector Composition

1 Healthcare 2.34%
2 Real Estate 0.46%
3 Consumer Discretionary 0.43%
4 Technology 0.34%
5 Materials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.48%
13,390
-93
27
$1.38M 0.37%
16,706
-2,910
28
$1.27M 0.34%
8,796
+17
29
$1.1M 0.29%
12,370
-443
30
$1.06M 0.28%
14,357
-285
31
$1.04M 0.28%
9,746
+23
32
$1.02M 0.27%
2,683
+2
33
$1M 0.27%
3,895
-2,055
34
$991K 0.26%
5,854
-217
35
$950K 0.25%
4,233
-693
36
$918K 0.24%
10,080
+22
37
$866K 0.23%
19,956
-2,360
38
$829K 0.22%
2,198
+228
39
$697K 0.19%
22,177
-422
40
$670K 0.18%
13,257
+1,408
41
$658K 0.17%
3,339
+2,110
42
$620K 0.16%
10,865
+460
43
$612K 0.16%
6,282
-597
44
$592K 0.16%
5,785
-2,394
45
$587K 0.16%
9,730
-319
46
$577K 0.15%
7,212
-155
47
$560K 0.15%
11,796
+83
48
$524K 0.14%
35,181
+660
49
$498K 0.13%
2,806
+91
50
$497K 0.13%
3,908
-44
1
2
3 4 5