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
$639M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$16.2M
3 +$15.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.91M

Top Sells

1 +$12.2M
2 +$12.1M
3 +$11.7M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.84M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.72M

Sector Composition

1 Healthcare 2.09%
2 Technology 1.65%
3 Consumer Discretionary 1.4%
4 Industrials 1.08%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.61M 1.19%
271,139
-20,165
27
$5.67M 0.89%
119,364
+9,393
28
$5.38M 0.84%
118,720
-162,872
29
$4.73M 0.74%
54,703
-89,133
30
$4.27M 0.67%
85,123
+2,317
31
$4.18M 0.65%
159,540
-375,242
32
$3.77M 0.59%
17,136
-381
33
$3.77M 0.59%
28,893
-394
34
$3.57M 0.56%
87,736
-1,646
35
$3.16M 0.49%
40,343
-155,107
36
$2.9M 0.45%
39,959
+15
37
$2.83M 0.44%
158,668
-892
38
$2.33M 0.36%
19,167
-515
39
$2.32M 0.36%
19,347
-273
40
$2.14M 0.33%
43,773
-17,086
41
$2.13M 0.33%
23,534
+31
42
$2.12M 0.33%
19,659
-2,459
43
$2.03M 0.32%
6,530
+22
44
$1.8M 0.28%
66,201
45
$1.76M 0.28%
3,955
+42
46
$1.72M 0.27%
52,788
-11,895
47
$1.59M 0.25%
11,278
-528
48
$1.43M 0.22%
48,520
+40
49
$1.42M 0.22%
30,125
+1,037
50
$1.38M 0.22%
4,061
+16