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
$635M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$4.98M
3
+$3.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.37M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.08M

Top Sells

1
+$3.56M
2
+$2.77M
3
+$2.71M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.07M

Sector Composition

1 Financials 5.09%
2 Healthcare 2.06%
3 Technology 1.52%
4 Consumer Discretionary 1.34%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.08%
10,477
-702
77
$495K 0.08%
5,612
-13
78
$494K 0.08%
5,389
-470
79
$474K 0.07%
3,044
-95
80
$467K 0.07%
12,151
-1,945
81
$457K 0.07%
6,926
-233
82
$447K 0.07%
27,999
-6,306
83
$445K 0.07%
13,066
-25
84
$440K 0.07%
7,401
-704
85
$431K 0.07%
4,968
+1,300
86
$422K 0.07%
11,490
-1,065
87
$411K 0.06%
4,056
+197
88
$409K 0.06%
1,033
+1
89
$407K 0.06%
3,084
90
$401K 0.06%
2,741
-1,074
91
$381K 0.06%
2,556
+21
92
$369K 0.06%
4,048
+18
93
$364K 0.06%
2,514
+478
94
$362K 0.06%
5,596
+51
95
$362K 0.06%
7,521
+1,411
96
$353K 0.06%
701
97
$351K 0.06%
+16,339
98
$333K 0.05%
5,646
-4,064
99
$330K 0.05%
10,753
+42
100
$325K 0.05%
4,320
-36,023
2 3
4
5 6