AFA

American Financial Advisors Portfolio holdings

AUM $716M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$30.6M
2 +$29.3M
3 +$23.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$16.7M

Sector Composition

1 Financials 6.44%
2 Real Estate 4.23%
3 Healthcare 0.72%
4 Consumer Discretionary 0.71%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-25,087