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

Top Buys

1
+$2.95M
2
+$2.94M
3
+$2.45M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.08M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.73M

Top Sells

1
+$1.58M
2
+$880K
3
+$682K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$664K
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$405K

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
– –
-1,329
102
– –
-1,696
1 2 3 4
5