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
$701M
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.28M
3
+$1.08M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1M

Top Sells

1
+$1.43M
2
+$916K
3
+$894K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$850K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$746K

Sector Composition

1 Real Estate 3.83%
2 Financials 2.58%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.2%
10,027
-231
52
$1.35M 0.19%
15,501
-1,800
53
$1.32M 0.19%
5,949
+133
54
$1.28M 0.18%
7,081
+139
55
$1.28M 0.18%
+39,769
56
$1.07M 0.15%
9,103
+7
57
$1.06M 0.15%
4,512
-1,011
58
$1.03M 0.15%
11,720
+360
59
$1.02M 0.15%
2,718
-9
60
$917K 0.13%
10,796
-1,317
61
$851K 0.12%
+27,420
62
$845K 0.12%
15,409
+2,103
63
$824K 0.12%
12,906
-106
64
$743K 0.11%
+12,884
65
$722K 0.1%
2,644
+114
66
$711K 0.1%
11,462
+33
67
$657K 0.09%
3,067
+276
68
$642K 0.09%
7,890
+60
69
$637K 0.09%
3,792
+364
70
$599K 0.09%
4,609
+368
71
$582K 0.08%
1,557
+818
72
$576K 0.08%
19,552
+205
73
$555K 0.08%
8,185
-412
74
$537K 0.08%
24,811
-100
75
$518K 0.07%
34,170
+240
1 2
3
4 5