AFA

American Financial Advisors Portfolio holdings

AUM $775M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$946K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$901K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$813K

Top Sells

1
+$6.88M
2
+$1.91M
3
+$987K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$871K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$756K

Sector Composition

1 Financials 5.97%
2 Technology 2.22%
3 Healthcare 1.68%
4 Consumer Discretionary 1.62%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.21%
36,897
+23
52
$1.5M 0.21%
32,699
-1,372
53
$1.5M 0.21%
6,589
+4,622
54
$1.43M 0.2%
15,434
-693
55
$1.28M 0.18%
47,876
+26,227
56
$1.28M 0.18%
4,014
+69
57
$1.19M 0.17%
22,751
+1,539
58
$1.17M 0.16%
+35,589
59
$1.16M 0.16%
4,522
+3
60
$1.11M 0.15%
31,429
+16,488
61
$1.08M 0.15%
9,819
+82
62
$1.07M 0.15%
5,912
+256
63
$1.05M 0.15%
10,707
+10
64
$996K 0.14%
14,084
+24
65
$972K 0.14%
8,828
+76
66
$949K 0.13%
+4,867
67
$874K 0.12%
9,812
+7
68
$867K 0.12%
13,656
+111
69
$841K 0.12%
3,015
+279
70
$830K 0.12%
3,848
-2
71
$780K 0.11%
+16,844
72
$767K 0.11%
10,545
+20
73
$760K 0.11%
9,428
+9
74
$713K 0.1%
10,147
-2,010
75
$681K 0.1%
13,753
-295
1 2
3
4 5