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
$701M
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.28M
3
+$1.08M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1M

Top Sells

1
+$1.43M
2
+$916K
3
+$894K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$850K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$746K

Sector Composition

1 Real Estate 3.83%
2 Financials 2.58%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.07%
16,420
+1
77
$517K 0.07%
6,603
+3,024
78
$513K 0.07%
21,875
-1,049
79
$507K 0.07%
9,423
-741
80
$507K 0.07%
8,165
-430
81
$479K 0.07%
7,839
-2,020
82
$450K 0.06%
9,035
-681
83
$440K 0.06%
13,112
-26
84
$436K 0.06%
19,616
-484
85
$422K 0.06%
25,472
-2,598
86
$417K 0.06%
3,897
+492
87
$412K 0.06%
1,940
-5
88
$412K 0.06%
2,618
+111
89
$394K 0.06%
5,863
-298
90
$358K 0.05%
6,087
+414
91
$352K 0.05%
3,977
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92
$330K 0.05%
3,350
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93
$314K 0.04%
8,428
+43
94
$312K 0.04%
7,007
-619
95
$310K 0.04%
+2,893
96
$286K 0.04%
4,991
+9
97
$280K 0.04%
798
+5
98
$278K 0.04%
45,000
+15,000
99
$268K 0.04%
4,364
+38
100
$261K 0.04%
3,488
+50
1 2 3
4
5