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
$673M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.5M
3
+$13.1M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.87M

Top Sells

1
+$23.5M
2
+$22.4M
3
+$19.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.8M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$12.5M

Sector Composition

1 Financials 2.97%
2 Real Estate 2.56%
3 Consumer Discretionary 1.37%
4 Technology 1.13%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$614K 0.09%
4,622
+13
77
$606K 0.09%
8,185
78
$586K 0.09%
15,430
-990
79
$577K 0.09%
8,812
-611
80
$553K 0.08%
6,603
81
$552K 0.08%
34,488
+318
82
$549K 0.08%
8,578
-457
83
$534K 0.08%
8,303
+138
84
$519K 0.08%
22,155
+280
85
$490K 0.07%
19,644
+28
86
$457K 0.07%
12,837
-275
87
$442K 0.07%
6,999
-840
88
$432K 0.06%
2,629
+11
89
$428K 0.06%
6,089
+226
90
$427K 0.06%
3,905
+8
91
$405K 0.06%
1,859
-81
92
$385K 0.06%
4,585
+1,333
93
$372K 0.06%
20,509
-4,963
94
$365K 0.05%
6,273
+186
95
$360K 0.05%
+1,011
96
$354K 0.05%
7,840
-588
97
$345K 0.05%
3,509
-468
98
$321K 0.05%
2,966
+73
99
$309K 0.05%
1,362
+350
100
$299K 0.04%
5,851
+1,454
2 3
4
5 6