AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
+2.27%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$513M
AUM Growth
+$513M
(+4.5%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
48.61%
Holding
104
New
4
Increased
42
Reduced
47
Closed
9
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
SPDR Blackstone Senior Loan ETF
SRLN
$7B
| – | – | -4,465 | Closed | -$205K |
|
102
Vanguard FTSE Developed Markets ETF
VEA
$171B
| – | – | -5,283 | Closed | -$215K |
|