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
$701M
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.28M
3
+$1.08M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1M

Top Sells

1
+$1.43M
2
+$916K
3
+$894K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$850K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$746K

Sector Composition

1 Real Estate 3.83%
2 Financials 2.58%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.04%
7,583
+1,534
102
$250K 0.04%
+2,679
103
$248K 0.04%
+3,252
104
$244K 0.03%
5,457
+65
105
$238K 0.03%
15,696
+318
106
$238K 0.03%
+1,034
107
$237K 0.03%
11,103
+198
108
$236K 0.03%
+1,610
109
$236K 0.03%
1,012
110
$234K 0.03%
+6,675
111
$232K 0.03%
1,565
+4
112
$228K 0.03%
+10,483
113
$222K 0.03%
1,881
+2
114
$219K 0.03%
+4,397
115
$219K 0.03%
+3,485
116
$215K 0.03%
+398
117
$212K 0.03%
+2,208
118
$207K 0.03%
1,485
+4
119
$206K 0.03%
+1,201
120
$111K 0.02%
1,131
-115
121
$73K 0.01%
11,746
+676
122
$35K 0.01%
11,043
+129
123
– –
-2,242
124
– –
-9,544
125
– –
-48
1 2 3 4
5