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AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
+5.36%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$615M
AUM Growth
-$9.2M
Cap. Flow
-$20M
Cap. Flow %
-3.25%
Top 10 Hldgs %
43.24%
Holding
112
New
4
Increased
29
Reduced
72
Closed
3

Top Buys

1
TSLA icon
Tesla
TSLA
+$321K
2
PARA
Paramount Global Class B
PARA
+$225K
3
AAPL icon
Apple
AAPL
+$220K
4
RCL icon
Royal Caribbean
RCL
+$202K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$202K

Top Sells

1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M
2
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.26M
3
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.12M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$925K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$915K

Sector Composition

1 Real Estate 3.66%
2 Financials 2.85%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
51
Microsoft
MSFT
$2.9T
$1.22M 0.2%
5,816
-100
-2% -$21K
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$81.8B
$1.21M 0.2%
10,258
+44
+0.4% +$5.22K
MUB icon
53
iShares National Muni Bond ETF
MUB
$45.7B
$1.05M 0.17%
9,096
-162
-2% -$18.8K
VNQ icon
54
Vanguard Real Estate ETF
VNQ
$38.8B
$956K 0.16%
12,113
-192
-2% -$15.4K
IVV icon
55
iShares Core S&P 500 ETF
IVV
$888B
$916K 0.15%
2,727
-23
-0.8% -$7.65K
DIS icon
56
Walt Disney
DIS
$167B
$861K 0.14%
6,942
-489
-7% -$61.1K
GOOGL icon
57
Alphabet (Google) Class A
GOOGL
$4.3T
$832K 0.14%
11,360
-540
-5% -$41.1K
TSLA icon
58
Tesla
TSLA
$1.48T
$790K 0.13%
5,523
+2,718
+97% +$321K
IVW icon
59
iShares S&P 500 Growth ETF
IVW
$74.3B
$752K 0.12%
13,012
+720
+6% +$40.8K
META icon
60
Meta Platforms (Facebook)
META
$1.67T
$663K 0.11%
2,530
-94
-4% -$24.2K
KO icon
61
Coca-Cola
KO
$362B
$657K 0.11%
13,306
– –
EEMV icon
62
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$544K 0.09%
9,859
-207
-2% -$11.4K
FBT icon
63
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$539K 0.09%
3,428
+222
+7% +$36.3K
REZ icon
64
iShares Residential and Multisector Real Estate ETF
REZ
$889M
$524K 0.09%
8,597
+31
+0.4% +$1.91K
INTC icon
65
Intel
INTC
$518B
$503K 0.08%
9,716
+229
+2% +$11.9K
XLK icon
66
State Street Technology Select Sector SPDR ETF
XLK
$118B
$495K 0.08%
8,482
+1,322
+18% +$74.7K
SCCO icon
67
Southern Copper
SCCO
$146B
$493K 0.08%
11,741
+35
+0.3% +$1.45K
FFC
68
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$780M
$480K 0.08%
22,924
-815
-3% -$17.3K
IJS icon
69
iShares S&P Small-Cap 600 Value ETF
IJS
$8.05B
$479K 0.08%
7,830
+26
+0.3% +$1.64K
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$54.6B
$466K 0.08%
19,347
+1,535
+9% +$37.3K
BA icon
71
Boeing
BA
$170B
$461K 0.07%
2,791
-153
-5% -$26.1K
SCHX icon
72
Schwab US Large- Cap ETF
SCHX
$72.2B
$456K 0.07%
33,930
-714
-2% -$9.49K
IEMG icon
73
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$454K 0.07%
8,595
-77
-0.9% -$4.04K
DSL
74
DoubleLine Income Solutions Fund
DSL
$1.27B
$450K 0.07%
28,070
-540
-2% -$8.65K
CCL icon
75
Carnival Corporation Ltd
CCL
$36.4B
$378K 0.06%
24,911
-2,000
-7% -$30.9K
1 2
3
4 5

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