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
$716M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$946K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$901K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$813K

Top Sells

1
+$6.88M
2
+$1.91M
3
+$987K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$871K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$756K

Sector Composition

1 Financials 5.97%
2 Technology 2.22%
3 Healthcare 1.68%
4 Consumer Discretionary 1.62%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$665K 0.09%
12,599
+127
77
$653K 0.09%
5,160
+6
78
$607K 0.08%
4,891
+36
79
$574K 0.08%
+4,306
80
$567K 0.08%
10,031
-771
81
$562K 0.08%
1,794
-13
82
$559K 0.08%
1,056
83
$557K 0.08%
5,817
+50
84
$554K 0.08%
6,724
+16
85
$553K 0.08%
6,042
86
$549K 0.08%
3,720
+212
87
$544K 0.08%
3,065
-32
88
$520K 0.07%
1,792
+10
89
$513K 0.07%
1,008
90
$511K 0.07%
12,083
-1,139
91
$505K 0.07%
8,878
-1,457
92
$504K 0.07%
5,401
93
$493K 0.07%
4,714
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94
$488K 0.07%
2,234
+50
95
$479K 0.07%
16,402
-131
96
$476K 0.07%
3,115
+19
97
$473K 0.07%
21,032
-189
98
$463K 0.06%
7,721
-44
99
$460K 0.06%
6,628
+29
100
$444K 0.06%
3,448
-400
2 3
4
5 6