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
$733M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.25M
3
+$285K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$268K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$261K

Top Sells

1
+$1.91M
2
+$1.65M
3
+$1.51M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.08M
5
DNP icon
DNP Select Income Fund
DNP
+$1.02M

Sector Composition

1 Financials 5.76%
2 Technology 1.96%
3 Healthcare 1.91%
4 Consumer Discretionary 1.5%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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6,093
77
$518K 0.07%
3,097
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78
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79
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87
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10,830
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100
$358K 0.05%
7,011
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2 3
4
5 6