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
$703M
AUM Growth
-$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.5M
3
+$3.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.34M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.73M

Top Sells

1
+$14.4M
2
+$9.09M
3
+$8.31M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.85M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.84M

Sector Composition

1 Financials 5.48%
2 Healthcare 2.03%
3 Technology 2.03%
4 Consumer Discretionary 1.5%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.04M 1%
856,848
-1,106,337
27
$5.55M 0.79%
28,744
+390
28
$5.17M 0.74%
55,798
-8,089
29
$4.88M 0.69%
96,759
-30,289
30
$4.63M 0.66%
17,318
-154
31
$3.35M 0.48%
18,391
+227
32
$2.98M 0.42%
38,079
-69
33
$2.88M 0.41%
65,856
-3,483
34
$2.77M 0.39%
5,059
-209
35
$2.71M 0.39%
141,058
-5,776
36
$2.53M 0.36%
57,644
-110,221
37
$2.46M 0.35%
53,906
-7,691
38
$2.31M 0.33%
18,726
-474
39
$2.27M 0.32%
6,608
+162
40
$2.2M 0.31%
15,746
-1,202
41
$2.16M 0.31%
4,835
+138
42
$2.13M 0.3%
66,201
43
$2.02M 0.29%
21,729
-170
44
$1.99M 0.28%
76,650
-11,092
45
$1.66M 0.24%
10,902
+40
46
$1.59M 0.23%
3,151
+23
47
$1.56M 0.22%
42,482
-6,138
48
$1.5M 0.21%
16,953
-5,446
49
$1.5M 0.21%
69,897
+2,028
50
$1.43M 0.2%
8,193
+28
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2
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