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
$377M
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$888K
3
+$416K
4
IYH icon
iShares US Healthcare ETF
IYH
+$323K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$312K

Top Sells

1
+$60.4M
2
+$32.3M
3
+$27.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$27.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$26.5M

Sector Composition

1 Healthcare 2.34%
2 Real Estate 0.46%
3 Consumer Discretionary 0.43%
4 Technology 0.34%
5 Materials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.13%
25,326
+5,256
52
$462K 0.12%
9,418
+735
53
$438K 0.12%
8,622
+99
54
$397K 0.11%
16,611
+3,921
55
$393K 0.1%
13,565
+1
56
$388K 0.1%
756
-1
57
$360K 0.1%
10,862
+39
58
$342K 0.09%
3,914
-14
59
$327K 0.09%
4,589
+35
60
$326K 0.09%
1,032
61
$323K 0.09%
+6,000
62
$294K 0.08%
+4,193
63
$287K 0.08%
3,756
+119
64
$283K 0.08%
18,660
-650
65
$270K 0.07%
1,623
+7
66
$260K 0.07%
+5,191
67
$243K 0.06%
4,433
-142
68
$241K 0.06%
5,031
+14
69
$232K 0.06%
15,753
+153
70
$225K 0.06%
1,034
71
$223K 0.06%
1,896
-210
72
$221K 0.06%
2,168
+48
73
$212K 0.06%
+1,477
74
– –
-41,737
75
– –
-2,788
1 2
3
4 5