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
$615M
AUM Growth
-$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$235K
3
+$234K
4
RCL icon
Royal Caribbean
RCL
+$223K
5
PG icon
Procter & Gamble
PG
+$206K

Top Sells

1
+$1.57M
2
+$1.28M
3
+$1.13M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$937K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$909K

Sector Composition

1 Real Estate 3.66%
2 Financials 2.83%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.2%
5,816
-100
52
$1.21M 0.2%
10,258
+44
53
$1.05M 0.17%
9,096
-162
54
$956K 0.16%
12,113
-192
55
$916K 0.15%
2,727
-23
56
$861K 0.14%
6,942
-489
57
$832K 0.14%
11,360
-540
58
$790K 0.13%
5,523
+2,718
59
$752K 0.12%
13,012
+720
60
$663K 0.11%
2,530
-94
61
$657K 0.11%
13,306
62
$544K 0.09%
9,859
-207
63
$539K 0.09%
3,428
+222
64
$524K 0.09%
8,597
+31
65
$503K 0.08%
9,716
+229
66
$495K 0.08%
4,241
+661
67
$493K 0.08%
11,429
+33
68
$480K 0.08%
22,924
-815
69
$479K 0.08%
7,830
+26
70
$466K 0.08%
19,347
+1,535
71
$461K 0.07%
2,791
-153
72
$456K 0.07%
33,930
-714
73
$454K 0.07%
8,595
-77
74
$450K 0.07%
28,070
-540
75
$378K 0.06%
24,911
-2,000
1 2
3
4 5