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
$703M
AUM Growth
-$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.5M
3
+$3.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.34M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.73M

Top Sells

1
+$14.4M
2
+$9.09M
3
+$8.31M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.85M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.84M

Sector Composition

1 Financials 5.48%
2 Healthcare 2.03%
3 Technology 2.03%
4 Consumer Discretionary 1.5%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.2%
25,987
+149
52
$1.42M 0.2%
13,609
-629
53
$1.27M 0.18%
11,852
-1,929
54
$1.26M 0.18%
12,183
+1
55
$1.23M 0.18%
2,262
+17
56
$1.16M 0.16%
7,038
-182
57
$1.01M 0.14%
4,966
-97
58
$896K 0.13%
4,526
+14
59
$888K 0.13%
13,944
+105
60
$868K 0.12%
10,361
-253
61
$861K 0.12%
9,304
+3
62
$861K 0.12%
17,683
-5,242
63
$858K 0.12%
20,876
-712
64
$828K 0.12%
13,521
-4,682
65
$820K 0.12%
10,628
-202
66
$757K 0.11%
4,765
-1,060
67
$746K 0.11%
14,060
-633
68
$719K 0.1%
2,757
-100
69
$708K 0.1%
6,645
-443
70
$680K 0.1%
13,276
+114
71
$672K 0.1%
11,856
-582
72
$628K 0.09%
3,424
-94
73
$572K 0.08%
2,529
-861
74
$543K 0.08%
5,468
-443
75
$527K 0.08%
5,630
+43
1 2
3
4 5