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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
+13.7%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$701M
AUM Growth
+$85.3M
(+14%)
Cap. Flow
+$5.82M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
44.37%
Holding
125
New
16
Increased
58
Reduced
46
Closed
3
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
+$1.9M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$1.23M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$1.06M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$997K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$940K |
Top Sells
| 1 |
First Trust Senior Loan Fund ETF
FTSL
|
+$1.4M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$858K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$807K |
| 4 |
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
|
+$796K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$703K |
Sector Composition
| 1 | Real Estate | 3.83% |
| 2 | Financials | 2.58% |
| 3 | Consumer Discretionary | 1.25% |
| 4 | Technology | 1.05% |
| 5 | Healthcare | 0.74% |
Similar funds
CPG
MGM
WIC
FCM
PWA
TCMI
WAM