AFA

American Financial Advisors Portfolio holdings

AUM $775M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
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
+$1.23M
3
+$257K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$252K
5
GEV icon
GE Vernova
GEV
+$215K

Top Sells

1
+$1.88M
2
+$1.57M
3
+$1.47M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.04M
5
DNP icon
DNP Select Income Fund
DNP
+$932K

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
$514K 0.07%
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79
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1,848
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10,830
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9,859
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100
$358K 0.05%
7,011
-465
2 3
4
5 6