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
$579M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$27.5M
3
+$26.7M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$24.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.6M

Top Sells

1
+$868K
2
+$748K
3
+$438K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$401K
5
OEFA
ALPS - O'Shares International Developed Quality Dividend ETF
OEFA
+$377K

Sector Composition

1 Financials 3.64%
2 Healthcare 1.63%
3 Technology 1.24%
4 Consumer Discretionary 1.23%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.18%
2,945
+262
52
$1.01M 0.17%
12,288
-82
53
$1M 0.17%
9,784
+38
54
$949K 0.16%
13,287
-1,070
55
$899K 0.16%
3,861
-34
56
$894K 0.15%
13,643
+9,450
57
$890K 0.15%
5,396
-458
58
$811K 0.14%
10,111
+31
59
$773K 0.13%
+13,800
60
$767K 0.13%
+45,957
61
$757K 0.13%
+12,759
62
$744K 0.13%
2,084
-114
63
$728K 0.13%
+17,937
64
$691K 0.12%
22,748
+571
65
$674K 0.12%
+7,145
66
$647K 0.11%
13,131
-126
67
$643K 0.11%
16,693
-3,263
68
$577K 0.1%
6,301
+19
69
$563K 0.1%
9,730
70
$562K 0.1%
11,198
+6,007
71
$557K 0.1%
5,806
+21
72
$550K 0.1%
10,806
-59
73
$543K 0.09%
+17,013
74
$526K 0.09%
37,284
+2,103
75
$516K 0.09%
7,179
-33
1 2
3
4 5