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
$590M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.2M
3
+$529K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$488K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$403K

Top Sells

1
+$20.6M
2
+$1.1M
3
+$981K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$695K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$621K

Sector Composition

1 Healthcare 1.84%
2 Technology 1.21%
3 Consumer Discretionary 1.05%
4 Industrials 0.77%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.64%
75,236
+64,038
27
$3.69M 0.63%
73,386
-123
28
$3.63M 0.62%
93,184
-2,519
29
$3.6M 0.61%
109,451
-2,437
30
$3.35M 0.57%
24,639
+2,965
31
$3.2M 0.54%
16,731
-484
32
$3.07M 0.52%
64,632
-9,899
33
$2.63M 0.45%
40,110
+242
34
$2.58M 0.44%
160,406
-880
35
$2.57M 0.44%
24,157
-1,821
36
$2.46M 0.42%
29,257
-132
37
$2.2M 0.37%
20,032
-638
38
$2.17M 0.37%
68,451
-2,560
39
$2.11M 0.36%
24,169
-231
40
$2.03M 0.34%
6,416
+18
41
$1.82M 0.31%
13,110
+48
42
$1.73M 0.29%
19,569
-147
43
$1.66M 0.28%
66,027
+47,604
44
$1.65M 0.28%
29,100
+1,045
45
$1.61M 0.27%
66,201
46
$1.5M 0.25%
3,907
+962
47
$1.36M 0.23%
6,683
+753
48
$1.31M 0.22%
8,650
-38
49
$1.26M 0.21%
28,684
+132
50
$1.26M 0.21%
51,700
+60
1
2
3 4 5