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
$703M
AUM Growth
-$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.5M
3
+$3.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.34M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.73M

Top Sells

1
+$14.4M
2
+$9.09M
3
+$8.31M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.85M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.84M

Sector Composition

1 Financials 5.48%
2 Healthcare 2.03%
3 Technology 2.03%
4 Consumer Discretionary 1.5%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$527K 0.07%
6,843
+7
77
$516K 0.07%
13,142
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22,881
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81
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84
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86
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6,681
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95
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5,346
96
$375K 0.05%
7,476
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97
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11,002
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98
$370K 0.05%
727
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99
$364K 0.05%
1,092
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100
$355K 0.05%
1,801
+368
2 3
4
5 6