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AFA
American Financial Advisors Portfolio holdings
AUM
$750M
1-Year Est. Return
12.49%
This Fund
S&P 500
This Quarter
Est. Return
+5.44%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$776M
AUM Growth
+$60.3M
(+8.4%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
54.64%
Holding
167
New
6
Increased
61
Reduced
79
Closed
9
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$11.7M |
| 2 |
JPMorgan Income ETF
JPIE
|
+$11.1M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$8.53M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.4M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$3.78M |
Top Sells
| 1 |
Capital Group Core Bond ETF
CGCB
|
+$4.33M |
| 2 |
DNP Select Income Fund
DNP
|
+$3.64M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.22M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$2.17M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$1.26M |
Sector Composition
| 1 | Financials | 5.61% |
| 2 | Technology | 2.38% |
| 3 | Consumer Discretionary | 1.55% |
| 4 | Healthcare | 1.53% |
| 5 | Industrials | 1.36% |
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