AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$8.53M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.4M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.78M

Top Sells

1
+$4.33M
2
+$3.64M
3
+$3.22M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.17M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.26M

Sector Composition

1 Financials 5.61%
2 Technology 2.38%
3 Consumer Discretionary 1.55%
4 Healthcare 1.53%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$745K 0.1%
5,284
+124
77
$733K 0.09%
8,498
-1,649
78
$699K 0.09%
2,487
+253
79
$674K 0.09%
6,042
80
$640K 0.08%
12,932
-821
81
$631K 0.08%
1,950
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82
$619K 0.08%
1,007
-49
83
$610K 0.08%
4,331
+25
84
$581K 0.07%
3,133
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85
$580K 0.07%
18,183
+1,781
86
$573K 0.07%
1,818
+26
87
$566K 0.07%
4,946
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88
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+5,030
89
$554K 0.07%
10,443
-2,156
90
$541K 0.07%
12,112
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91
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5,446
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93
$524K 0.07%
45,057
+11,730
94
$520K 0.07%
6,125
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95
$480K 0.06%
4,975
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96
$479K 0.06%
1,453
97
$478K 0.06%
975
-33
98
$478K 0.06%
8,365
-513
99
$460K 0.06%
20,249
-783
100
$458K 0.06%
6,701
+73
2 3
4
5 6