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
$639M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.2M
3
+$15.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.91M

Top Sells

1
+$12.2M
2
+$12.1M
3
+$11.7M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.84M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.72M

Sector Composition

1 Healthcare 2.09%
2 Technology 1.65%
3 Consumer Discretionary 1.4%
4 Industrials 1.08%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.09%
5,859
+2
77
$551K 0.09%
12,555
-500
78
$551K 0.09%
11,179
+1,723
79
$550K 0.09%
2,605
-100
80
$548K 0.09%
34,305
-4,034
81
$526K 0.08%
6,609
82
$525K 0.08%
7,159
+20
83
$520K 0.08%
3,139
+88
84
$512K 0.08%
14,096
-81
85
$493K 0.08%
5,625
-328
86
$482K 0.08%
8,105
-4,381
87
$452K 0.07%
13,091
+32
88
$414K 0.06%
3,859
-90
89
$406K 0.06%
1,032
90
$399K 0.06%
4,030
+117
91
$390K 0.06%
5,545
+48
92
$373K 0.06%
3,084
93
$359K 0.06%
10,711
+43
94
$342K 0.05%
2,535
-269
95
$337K 0.05%
701
96
$330K 0.05%
3,540
-2,272
97
$320K 0.05%
3,370
-8,518
98
$320K 0.05%
3,255
-116
99
$310K 0.05%
2,036
-120
100
$307K 0.05%
6,110
+655
2 3
4
5 6