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
$590M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.2M
3
+$529K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$488K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$403K

Top Sells

1
+$20.6M
2
+$1.1M
3
+$981K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$695K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$621K

Sector Composition

1 Healthcare 1.84%
2 Technology 1.21%
3 Consumer Discretionary 1.05%
4 Industrials 0.77%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.19%
12,278
-10
52
$1.09M 0.18%
16,592
-59
53
$1.04M 0.18%
9,831
+47
54
$949K 0.16%
13,455
-188
55
$947K 0.16%
11,481
+1,370
56
$941K 0.16%
3,924
+63
57
$932K 0.16%
5,344
-52
58
$881K 0.15%
13,844
+44
59
$792K 0.13%
10,763
-2,524
60
$767K 0.13%
16,718
+25
61
$765K 0.13%
22,354
-394
62
$760K 0.13%
17,023
-914
63
$755K 0.13%
12,694
-65
64
$684K 0.12%
11,896
+37
65
$662K 0.11%
39,405
-6,552
66
$658K 0.11%
13,199
+68
67
$642K 0.11%
7,384
+239
68
$634K 0.11%
10,948
+142
69
$611K 0.1%
1,597
-487
70
$588K 0.1%
3,815
+109
71
$588K 0.1%
6,335
+34
72
$588K 0.1%
39,039
+1,755
73
$576K 0.1%
28,454
+2,522
74
$561K 0.1%
9,586
-144
75
$559K 0.09%
5,839
+33
1 2
3
4 5