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
$529M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.25M
3
+$2.04M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.28M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.27M

Top Sells

1
+$846K
2
+$487K
3
+$463K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$438K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K

Sector Composition

1 Financials 6.27%
2 Real Estate 4.51%
3 Consumer Discretionary 0.71%
4 Technology 0.6%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$285K 0.05%
3,029
-2,012
77
$270K 0.05%
11,035
-2,554
78
$268K 0.05%
1,602
+84
79
$264K 0.05%
3,745
-377
80
$262K 0.05%
9,182
+222
81
$258K 0.05%
4,176
-722
82
$254K 0.05%
+2,900
83
$253K 0.05%
2,235
-1
84
$247K 0.05%
7,025
-1,406
85
$241K 0.05%
13,164
-7,212
86
$238K 0.05%
2,337
-457
87
$206K 0.04%
1,506
-42
88
$200K 0.04%
+2,374
89
$100K 0.02%
21,000
90
$33K 0.01%
10,381
+115
91
– –
-8,569
92
– –
-2,322
93
– –
-11,829
94
– –
-4,568
95
– –
-3,469
96
– –
-37,453
1 2 3
4