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
$579M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$27.5M
3
+$26.7M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$24.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.6M

Top Sells

1
+$868K
2
+$748K
3
+$438K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$401K
5
OEFA
ALPS - O'Shares International Developed Quality Dividend ETF
OEFA
+$377K

Sector Composition

1 Financials 3.64%
2 Healthcare 1.63%
3 Technology 1.24%
4 Consumer Discretionary 1.23%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 0.99%
+41,584
27
$3.69M 0.64%
73,509
+332
28
$3.56M 0.61%
74,531
-9,174
29
$3.49M 0.6%
95,703
-4,827
30
$3.32M 0.57%
+29,389
31
$3.14M 0.54%
+111,888
32
$3.09M 0.53%
17,215
-623
33
$2.73M 0.47%
+25,978
34
$2.63M 0.45%
21,674
+575
35
$2.27M 0.39%
161,286
-4,382
36
$2.23M 0.39%
39,868
+12
37
$2.21M 0.38%
+71,011
38
$2.06M 0.36%
24,400
-1,062
39
$1.9M 0.33%
20,670
-1,535
40
$1.89M 0.33%
+19,716
41
$1.76M 0.3%
+6,398
42
$1.68M 0.29%
13,062
-328
43
$1.47M 0.25%
+66,201
44
$1.42M 0.25%
28,055
+22,055
45
$1.18M 0.2%
4,460
+227
46
$1.18M 0.2%
8,688
-108
47
$1.17M 0.2%
+51,640
48
$1.11M 0.19%
5,930
+2,591
49
$1.11M 0.19%
+28,552
50
$1.07M 0.18%
16,651
-55
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