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
$625M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$1.85M
3
+$948K
4
WELL icon
Welltower
WELL
+$887K
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$592K

Top Sells

1
+$11.2M
2
+$6.28M
3
+$838K
4
FCVT icon
First Trust SSI Strategic Convertible Securities ETF
FCVT
+$353K
5
DAL icon
Delta Air Lines
DAL
+$335K

Sector Composition

1 Real Estate 3.74%
2 Financials 2.65%
3 Consumer Discretionary 1.07%
4 Technology 0.9%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.03%
+2,136
102
$194K 0.03%
+2,342
103
$177K 0.03%
6,221
-1,903
104
$127K 0.02%
30,000
+8,000
105
$97K 0.02%
746
106
$71K 0.01%
10,757
-340
107
$32K 0.01%
11,822
+1,144
108
$9K ﹤0.01%
48
109
– –
-4,213
1 2 3 4
5