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
$579M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$27.5M
3
+$26.7M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$24.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.6M

Top Sells

1
+$868K
2
+$748K
3
+$438K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$401K
5
OEFA
ALPS - O'Shares International Developed Quality Dividend ETF
OEFA
+$377K

Sector Composition

1 Financials 3.64%
2 Healthcare 1.63%
3 Technology 1.24%
4 Consumer Discretionary 1.23%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.09%
11,859
+63
77
$490K 0.08%
25,932
+606
78
$489K 0.08%
+3,706
79
$478K 0.08%
2,925
+119
80
$466K 0.08%
+3,431
81
$461K 0.08%
3,883
-25
82
$461K 0.08%
+6,607
83
$408K 0.07%
18,423
+1,812
84
$403K 0.07%
9,387
-31
85
$388K 0.07%
13,055
-510
86
$385K 0.07%
+13,006
87
$381K 0.07%
754
-2
88
$371K 0.06%
+2,765
89
$334K 0.06%
+2,755
90
$325K 0.06%
3,926
+12
91
$317K 0.05%
+8,210
92
$316K 0.05%
8,321
-301
93
$314K 0.05%
4,623
+34
94
$311K 0.05%
3,694
-62
95
$302K 0.05%
+3,401
96
$302K 0.05%
10,572
-290
97
$298K 0.05%
+6,398
98
$293K 0.05%
1,032
99
$283K 0.05%
+96,782
100
$278K 0.05%
+2,894
1 2 3
4
5