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
$513M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$1.62M
2 +$891K
3 +$676K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$667K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$404K

Sector Composition

1 Financials 6.52%
2 Real Estate 4.13%
3 Consumer Discretionary 0.71%
4 Industrials 0.67%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,465
102
-5,283