AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$8.53M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.4M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.78M

Top Sells

1
+$4.33M
2
+$3.64M
3
+$3.22M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.17M
5
CIBR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.22%
3,893
-121
52
$1.65M 0.21%
36,914
+17
53
$1.63M 0.21%
9,212
-1,116
54
$1.62M 0.21%
6,574
-15
55
$1.42M 0.18%
6,992
-1,025
56
$1.4M 0.18%
22,235
+17,609
57
$1.37M 0.18%
50,116
+2,240
58
$1.3M 0.17%
4,327
-195
59
$1.25M 0.16%
10,613
-201
60
$1.21M 0.16%
12,678
-2,756
61
$1.21M 0.16%
35,740
+151
62
$1.15M 0.15%
30,579
-850
63
$1.14M 0.15%
42,459
-20,175
64
$1.13M 0.15%
20,972
-1,779
65
$1.04M 0.13%
11,401
+1,589
66
$1.04M 0.13%
4,986
+119
67
$1.02M 0.13%
8,453
-375
68
$984K 0.13%
3,015
69
$936K 0.12%
14,108
+24
70
$915K 0.12%
3,782
-66
71
$905K 0.12%
13,349
-307
72
$862K 0.11%
7,750
-2,069
73
$842K 0.11%
18,372
-14,327
74
$812K 0.1%
23,768
+16,424
75
$747K 0.1%
3,067
+2
1 2
3
4 5