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
$590M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.2M
3
+$529K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$488K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$403K

Top Sells

1
+$20.6M
2
+$1.1M
3
+$981K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$695K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$621K

Sector Composition

1 Healthcare 1.84%
2 Technology 1.21%
3 Consumer Discretionary 1.05%
4 Industrials 0.77%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$559K 0.09%
14,361
-2,652
77
$539K 0.09%
4,379
-81
78
$525K 0.09%
2,755
79
$525K 0.09%
2,970
+45
80
$500K 0.08%
4,015
+132
81
$498K 0.08%
6,608
+1
82
$497K 0.08%
7,269
+90
83
$450K 0.08%
2,783
+18
84
$443K 0.08%
9,492
+105
85
$438K 0.07%
13,055
86
$436K 0.07%
13,031
+25
87
$427K 0.07%
8,178
-32
88
$408K 0.07%
3,394
-37
89
$389K 0.07%
5,447
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90
$387K 0.07%
3,938
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91
$372K 0.06%
701
-53
92
$368K 0.06%
3,709
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93
$359K 0.06%
1,032
94
$329K 0.06%
10,612
+40
95
$314K 0.05%
7,973
-348
96
$300K 0.05%
1,143
+3
97
$295K 0.05%
1,635
+4
98
$279K 0.05%
3,192
+156
99
$277K 0.05%
13,192
-1,197
100
$266K 0.05%
18,200
-350
2 3
4
5 6