AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$8.53M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.4M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.78M

Top Sells

1
+$4.33M
2
+$3.64M
3
+$3.22M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.17M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.26M

Sector Composition

1 Financials 5.61%
2 Technology 2.38%
3 Consumer Discretionary 1.55%
4 Healthcare 1.53%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.82M 0.75%
26,519
-1,167
27
$5.53M 0.71%
16,862
-614
28
$4.13M 0.53%
6,175
-637
29
$3.96M 0.51%
16,285
-533
30
$3.95M 0.51%
21,182
-658
31
$3.58M 0.46%
35,704
-10,357
32
$3.24M 0.42%
59,827
-3,660
33
$3.23M 0.42%
42,072
-29,048
34
$3.2M 0.41%
34,310
-2,309
35
$2.95M 0.38%
12,553
-1,705
36
$2.78M 0.36%
35,502
+24,957
37
$2.76M 0.36%
118,646
-20,343
38
$2.5M 0.32%
6,173
-54
39
$2.42M 0.31%
54,372
-23,455
40
$2.17M 0.28%
4,189
-41
41
$2.08M 0.27%
2,830
+17
42
$2.02M 0.26%
52,302
+144
43
$1.94M 0.25%
73,683
-3,390
44
$1.94M 0.25%
10,863
-2,340
45
$1.9M 0.24%
28,247
+1,914
46
$1.86M 0.24%
91,307
-980
47
$1.84M 0.24%
39,734
+31,514
48
$1.82M 0.23%
2,737
-60
49
$1.8M 0.23%
179,791
-370,070
50
$1.77M 0.23%
17,669
-1,720
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