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
$676M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$600K
3
+$487K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$480K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$417K

Top Sells

1
+$6.58M
2
+$1.39M
3
+$1.19M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.07M
5
LLY icon
Eli Lilly
LLY
+$974K

Sector Composition

1 Financials 4.85%
2 Healthcare 1.94%
3 Technology 1.68%
4 Consumer Discretionary 1.42%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$546K 0.08%
5,661
+272
77
$505K 0.07%
6,870
-56
78
$501K 0.07%
9,909
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79
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22,027
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80
$498K 0.07%
11,140
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81
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13,090
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82
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3,315
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83
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2,961
-83
84
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2,557
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85
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3,885
-171
86
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1,032
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87
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5,517
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88
$424K 0.06%
7,111
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$419K 0.06%
5,971
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2,581
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91
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10,313
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$372K 0.06%
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94
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2,346
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95
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701
96
$369K 0.05%
3,040
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97
$364K 0.05%
10,479
-274
98
$352K 0.05%
5,564
-82
99
$346K 0.05%
1,201
+28
100
$334K 0.05%
6,093
2 3
4
5 6