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
$513M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.91M
3
+$2.43M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.12M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.79M

Top Sells

1
+$1.62M
2
+$891K
3
+$676K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$667K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$404K

Sector Composition

1 Financials 6.52%
2 Real Estate 4.13%
3 Consumer Discretionary 0.71%
4 Industrials 0.67%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$842K 0.16%
11,555
-520
52
$787K 0.15%
13,379
-806
53
$740K 0.14%
14,842
-8,111
54
$684K 0.13%
9,208
+692
55
$681K 0.13%
15,200
-88
56
$641K 0.13%
12,604
+180
57
$542K 0.11%
9,614
+1,252
58
$484K 0.09%
9,413
+960
59
$480K 0.09%
6,201
-2,735
60
$476K 0.09%
5,041
-2,023
61
$467K 0.09%
9,760
+111
62
$462K 0.09%
+9,387
63
$446K 0.09%
2,311
-75
64
$434K 0.08%
11,754
+41
65
$417K 0.08%
7,117
+550
66
$406K 0.08%
13,625
-97
67
$389K 0.08%
33,288
+3,096
68
$388K 0.08%
6,599
69
$379K 0.07%
9,828
-1,020
70
$372K 0.07%
2,666
+403
71
$369K 0.07%
20,376
+87
72
$349K 0.07%
2,507
-288
73
$343K 0.07%
13,059
+107
74
$335K 0.07%
18,776
+1,292
75
$324K 0.06%
13,589
-933
1 2
3
4 5