AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
+5.82%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$716M
AUM Growth
+$716M
(+3.9%)
Cap. Flow
-$6.54M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
53.28%
Holding
163
New
16
Increased
71
Reduced
62
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.17M |
| 2 |
Capital Group International Equity ETF
CGIE
|
$1.17M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.05M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$949K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$859K |
Top Sells
Sector Composition
| 1 | Financials | 5.97% |
| 2 | Technology | 2.22% |
| 3 | Healthcare | 1.68% |
| 4 | Consumer Discretionary | 1.62% |
| 5 | Industrials | 1.31% |
