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
$456M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$31.8M
3
+$27.5M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$24.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.02%
2 Real Estate 1.32%
3 Healthcare 0.69%
4 Consumer Discretionary 0.59%
5 Technology 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.06%
+12,844
77
$268K 0.06%
+1,682
78
$265K 0.06%
+3,889
79
$262K 0.06%
+16,285
80
$262K 0.06%
+17,252
81
$243K 0.05%
+5,347
82
$238K 0.05%
+4,522
83
$231K 0.05%
+5,323
84
$224K 0.05%
+2,043
85
$206K 0.05%
+1,318
86
$84K 0.02%
+2,304
87
$28K 0.01%
+10,040
88
$13K ﹤0.01%
+2,000
89
$12K ﹤0.01%
+10,000
1 2 3
4