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
$635M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$4.98M
3
+$3.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.37M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.08M

Top Sells

1
+$3.56M
2
+$2.77M
3
+$2.71M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.07M

Sector Composition

1 Financials 5.09%
2 Healthcare 2.06%
3 Technology 1.52%
4 Consumer Discretionary 1.34%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.2%
27,944
-2,181
52
$1.26M 0.2%
8,287
53
$1.07M 0.17%
4,292
-168
54
$1.07M 0.17%
21,018
-2,219
55
$1.06M 0.17%
7,510
-761
56
$993K 0.16%
18,385
-5,990
57
$971K 0.15%
57,564
+12,978
58
$966K 0.15%
3,219
+100
59
$942K 0.15%
5,331
60
$926K 0.15%
9,026
-1,252
61
$906K 0.14%
2,119
+600
62
$877K 0.14%
20,160
+610
63
$877K 0.14%
11,587
-524
64
$866K 0.14%
12,076
+54
65
$815K 0.13%
11,053
-1,023
66
$772K 0.12%
13,787
+25
67
$754K 0.12%
22,718
+282
68
$729K 0.11%
14,891
-2,096
69
$682K 0.11%
13,694
+1,066
70
$645K 0.1%
9,430
-78
71
$629K 0.1%
3,839
-101
72
$622K 0.1%
15,764
-161
73
$538K 0.08%
2,805
+200
74
$534K 0.08%
6,590
-200
75
$532K 0.08%
6,610
+1
1 2
3
4 5