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
$615M
AUM Growth
-$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$235K
3
+$234K
4
RCL icon
Royal Caribbean
RCL
+$223K
5
PG icon
Procter & Gamble
PG
+$206K

Top Sells

1
+$1.57M
2
+$1.28M
3
+$1.13M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$937K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$909K

Sector Composition

1 Real Estate 3.66%
2 Financials 2.83%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.06%
13,138
+1
77
$373K 0.06%
2,507
+12
78
$366K 0.06%
1,945
+42
79
$359K 0.06%
6,161
-182
80
$357K 0.06%
16,419
+901
81
$343K 0.06%
20,100
-308
82
$337K 0.05%
5,673
-180
83
$316K 0.05%
10,164
-963
84
$301K 0.05%
7,626
-161
85
$298K 0.05%
1,012
-154
86
$293K 0.05%
3,405
-59
87
$288K 0.05%
2,817
+74
88
$258K 0.04%
3,354
-34
89
$247K 0.04%
739
+3
90
$247K 0.04%
793
-2
91
$242K 0.04%
4,982
+1
92
$237K 0.04%
3,579
93
$235K 0.04%
+8,385
94
$235K 0.04%
4,326
+43
95
$228K 0.04%
9,544
-413
96
$223K 0.04%
+3,438
97
$222K 0.04%
1,879
+33
98
$216K 0.04%
1,561
+4
99
$212K 0.03%
5,392
-163
100
$206K 0.03%
+1,481
1 2 3
4
5