AFA

American Financial Advisors Portfolio holdings

AUM $776M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$482K
3
+$261K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$212K
5
CVX icon
Chevron
CVX
+$202K

Top Sells

1
+$1.33M
2
+$1.33M
3
+$1.01M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$978K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$872K

Sector Composition

1 Financials 6.83%
2 Technology 1.89%
3 Healthcare 1.85%
4 Consumer Discretionary 1.45%
5 Industrials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.08%
13,222
+26
77
$532K 0.08%
5,154
+92
78
$513K 0.07%
3,096
+32
79
$505K 0.07%
4,794
+21
80
$484K 0.07%
3,097
-13
81
$482K 0.07%
+14,941
82
$479K 0.07%
4,855
-59
83
$476K 0.07%
21,221
+233
84
$460K 0.07%
3,508
-4
85
$457K 0.07%
9,905
-354
86
$447K 0.06%
6,042
87
$438K 0.06%
3,848
88
$437K 0.06%
1,782
-52
89
$434K 0.06%
7,247
+43
90
$419K 0.06%
7,765
-399
91
$414K 0.06%
16,533
+13
92
$407K 0.06%
6,599
+25
93
$394K 0.06%
5,401
+155
94
$380K 0.06%
1,967
+326
95
$371K 0.05%
1,807
+4
96
$370K 0.05%
4,021
-603
97
$360K 0.05%
10,314
-149
98
$357K 0.05%
682
-25
99
$355K 0.05%
1,008
+28
100
$350K 0.05%
2,057
2 3
4
5 6