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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
+5.36%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$615M
AUM Growth
-$9.2M
Cap. Flow
-$20M
Cap. Flow %
-3.25%
Top 10 Hldgs %
43.24%
Holding
112
New
4
Increased
29
Reduced
72
Closed
3

Top Buys

1
TSLA icon
Tesla
TSLA
+$321K
2
PARA
Paramount Global Class B
PARA
+$225K
3
AAPL icon
Apple
AAPL
+$220K
4
RCL icon
Royal Caribbean
RCL
+$202K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$202K

Top Sells

1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M
2
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.26M
3
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.12M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$925K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$915K

Sector Composition

1 Real Estate 3.66%
2 Financials 2.85%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WY icon
76
Weyerhaeuser
WY
$16.9B
$375K 0.06%
13,138
+1
+0% +$27
JNJ icon
77
Johnson & Johnson
JNJ
$621B
$373K 0.06%
2,507
+12
+0.5% +$1.78K
FDN icon
78
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.15B
$366K 0.06%
1,945
+42
+2% +$7.75K
IXUS icon
79
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$359K 0.06%
6,161
-182
-3% -$10.6K
MGM icon
80
MGM Resorts International
MGM
$12.1B
$357K 0.06%
16,419
+901
+6% +$17.9K
SCHA icon
81
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$343K 0.06%
20,100
-308
-2% -$5.3K
VZ icon
82
Verizon
VZ
$178B
$337K 0.05%
5,673
-180
-3% -$10.5K
GE icon
83
GE Aerospace
GE
$369B
$316K 0.05%
10,164
-963
-9% -$31.3K
RWO icon
84
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.26B
$301K 0.05%
7,626
-161
-2% -$6.44K
BABA icon
85
Alibaba
BABA
$269B
$298K 0.05%
1,012
-154
-13% -$40.6K
SBUX icon
86
Starbucks
SBUX
$122B
$293K 0.05%
3,405
-59
-2% -$4.71K
DDOG icon
87
Datadog
DDOG
$92.6B
$288K 0.05%
2,817
+74
+3% +$6.44K
XLI icon
88
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$258K 0.04%
3,354
-34
-1% -$2.54K
SPY icon
89
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$247K 0.04%
739
+3
+0.4% +$994
UNH icon
90
UnitedHealth
UNH
$390B
$247K 0.04%
793
-2
-0.3% -$614
XT icon
91
iShares Future Exponential Technologies ETF
XT
$3.88B
$242K 0.04%
4,982
+1
+0% +$48
XMMO icon
92
Invesco S&P MidCap Momentum ETF
XMMO
$7.31B
$237K 0.04%
3,579
– –
PARA
93
DELISTED
Paramount Global Class B
PARA
$235K 0.04%
+8,385
New +$225K
SO icon
94
Southern Company
SO
$109B
$235K 0.04%
4,326
+43
+1% +$2.3K
IFGL icon
95
iShares International Developed Real Estate ETF
IFGL
$80.7M
$228K 0.04%
9,544
-413
-4% -$9.96K
RCL icon
96
Royal Caribbean
RCL
$77.4B
$223K 0.04%
+3,438
New +$202K
AGG icon
97
iShares Core US Aggregate Bond ETF
AGG
$138B
$222K 0.04%
1,879
+33
+2% +$3.92K
PEP icon
98
PepsiCo
PEP
$189B
$216K 0.04%
1,561
+4
+0.3% +$544
CSCO icon
99
Cisco
CSCO
$470B
$212K 0.03%
5,392
-163
-3% -$7.11K
PG icon
100
Procter & Gamble
PG
$345B
$206K 0.03%
+1,481
New +$197K
1 2 3
4
5

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MGM
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WIC
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FCM
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PWA
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TCMI
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WAM
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