AFA

American Financial Advisors Portfolio holdings

AUM $775M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$946K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$901K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$813K

Top Sells

1
+$6.88M
2
+$1.91M
3
+$987K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$871K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$756K

Sector Composition

1 Financials 5.97%
2 Technology 2.22%
3 Healthcare 1.68%
4 Consumer Discretionary 1.62%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 0.75%
549,861
-51,567
27
$5.31M 0.74%
17,476
+2,647
28
$5.17M 0.72%
71,120
-6,960
29
$4.23M 0.59%
6,812
+1,887
30
$3.82M 0.53%
46,061
-1,366
31
$3.45M 0.48%
21,840
+570
32
$3.42M 0.48%
77,827
-158,476
33
$3.27M 0.46%
36,619
+348
34
$3.14M 0.44%
63,487
+3,452
35
$3.07M 0.43%
138,989
-417
36
$3.01M 0.42%
14,258
-514
37
$2.96M 0.41%
16,818
+315
38
$2.28M 0.32%
6,227
-179
39
$2.1M 0.29%
4,230
-21
40
$2.08M 0.29%
2,813
-11
41
$2.03M 0.28%
13,203
-63
42
$1.88M 0.26%
77,073
+13
43
$1.88M 0.26%
92,287
-5,997
44
$1.87M 0.26%
19,389
-279
45
$1.87M 0.26%
52,158
-14,043
46
$1.73M 0.24%
2,797
+83
47
$1.67M 0.23%
62,634
-250
48
$1.65M 0.23%
26,333
-279
49
$1.63M 0.23%
10,328
+80
50
$1.56M 0.22%
8,017
-34
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