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
$639M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.2M
3
+$15.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.91M

Top Sells

1
+$12.2M
2
+$12.1M
3
+$11.7M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.84M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.72M

Sector Composition

1 Healthcare 2.09%
2 Technology 1.65%
3 Consumer Discretionary 1.4%
4 Industrials 1.08%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.21%
24,375
-4,050
52
$1.33M 0.21%
16,494
-76
53
$1.31M 0.2%
8,287
-296
54
$1.24M 0.19%
+8,271
55
$1.18M 0.18%
23,237
-48,465
56
$1.17M 0.18%
4,460
-694
57
$1.1M 0.17%
10,278
-86
58
$1.01M 0.16%
12,111
+513
59
$998K 0.16%
5,331
+5
60
$907K 0.14%
12,076
+1,294
61
$895K 0.14%
3,119
-50
62
$831K 0.13%
16,987
+269
63
$829K 0.13%
13,762
+23
64
$827K 0.13%
19,550
+1,230
65
$821K 0.13%
12,022
+68
66
$778K 0.12%
44,586
+3,498
67
$756K 0.12%
22,436
-359
68
$685K 0.11%
3,940
-71
69
$673K 0.11%
1,519
-98
70
$670K 0.1%
9,508
+8
71
$635K 0.1%
9,710
-2,228
72
$634K 0.1%
15,925
-828
73
$634K 0.1%
12,628
+208
74
$606K 0.09%
6,790
-592
75
$584K 0.09%
3,815
1 2
3
4 5