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
$635M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$4.98M
3
+$3.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.37M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.08M

Top Sells

1
+$3.56M
2
+$2.77M
3
+$2.71M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.07M

Sector Composition

1 Financials 5.09%
2 Healthcare 2.06%
3 Technology 1.52%
4 Consumer Discretionary 1.34%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.58M 1.04%
256,124
-15,015
27
$5.56M 0.88%
76,115
-30,618
28
$5.14M 0.81%
138,932
+19,568
29
$4.53M 0.71%
90,339
+5,216
30
$3.67M 0.58%
17,290
+154
31
$3.64M 0.57%
79,660
-39,060
32
$3.63M 0.57%
28,520
-373
33
$3.28M 0.52%
83,745
-3,991
34
$3.12M 0.49%
123,660
-35,880
35
$2.76M 0.44%
40,063
+104
36
$2.67M 0.42%
157,484
-1,184
37
$2.52M 0.4%
19,259
-88
38
$2.45M 0.39%
29,636
-25,067
39
$2.06M 0.32%
18,385
-782
40
$1.98M 0.31%
6,562
+32
41
$1.89M 0.3%
22,749
-785
42
$1.81M 0.29%
17,459
-2,200
43
$1.78M 0.28%
4,134
+179
44
$1.73M 0.27%
66,201
45
$1.5M 0.24%
11,053
-225
46
$1.46M 0.23%
30,542
-13,231
47
$1.37M 0.22%
48,551
+31
48
$1.35M 0.21%
4,288
+227
49
$1.33M 0.21%
42,726
-10,062
50
$1.29M 0.2%
15,769
-725
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