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
$579M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$27.5M
3
+$26.7M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$24.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.6M

Top Sells

1
+$868K
2
+$748K
3
+$438K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$401K
5
OEFA
ALPS - O'Shares International Developed Quality Dividend ETF
OEFA
+$377K

Sector Composition

1 Financials 3.64%
2 Healthcare 1.63%
3 Technology 1.24%
4 Consumer Discretionary 1.23%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.05%
+3,055
102
$266K 0.05%
+14,389
103
$266K 0.05%
1,631
+8
104
$257K 0.04%
+1,140
105
$225K 0.04%
18,550
-110
106
$224K 0.04%
5,031
107
$223K 0.04%
2,081
+185
108
$219K 0.04%
1,736
+259
109
$219K 0.04%
+3,036
110
$216K 0.04%
2,338
+170
111
$216K 0.04%
1,034
112
$208K 0.04%
+1,448
113
$201K 0.03%
+3,575
114
$201K 0.03%
+5,251
115
$179K 0.03%
+10,409
116
$146K 0.03%
+20,785
117
$145K 0.03%
+13,107
118
$115K 0.02%
+10,661
119
$32K 0.01%
+1,469
120
$30K 0.01%
+11,425
121
– –
-15,753
122
– –
-4,433
1 2 3 4
5