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
$749M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$16.6M
3
+$8.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.44M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$3.19M

Top Sells

1
+$15.4M
2
+$3.01M
3
+$2.85M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.18M

Sector Composition

1 Financials 2.67%
2 Real Estate 2.26%
3 Consumer Discretionary 1.35%
4 Technology 1.27%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$323K 0.04%
8,175
-176
102
$314K 0.04%
5,004
103
$309K 0.04%
4,930
-551
104
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105
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756
106
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767
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107
$289K 0.04%
5,851
108
$288K 0.04%
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109
$287K 0.04%
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110
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111
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2,120
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112
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113
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1,034
114
$272K 0.04%
2,122
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115
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3,050
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116
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12,267
+1,401
117
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118
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119
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2,092
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120
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13,463
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121
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392
122
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1,695
123
$224K 0.03%
911
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124
$223K 0.03%
946
125
$216K 0.03%
1,460
+50
2 3 4
5
6