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
$590M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.2M
3
+$529K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$488K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$403K

Top Sells

1
+$20.6M
2
+$1.1M
3
+$981K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$695K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$621K

Sector Composition

1 Healthcare 1.84%
2 Technology 1.21%
3 Consumer Discretionary 1.05%
4 Industrials 0.77%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$265K 0.04%
5,184
-1,214
102
$264K 0.04%
1,743
+7
103
$264K 0.04%
2,189
+108
104
$261K 0.04%
1,454
+6
105
$259K 0.04%
+979
106
$258K 0.04%
+11,928
107
$257K 0.04%
3,576
+1
108
$255K 0.04%
2,315
-740
109
$253K 0.04%
12,015
+1,606
110
$250K 0.04%
3,402
+1
111
$247K 0.04%
2,779
-115
112
$239K 0.04%
5,040
+9
113
$226K 0.04%
+2,568
114
$226K 0.04%
2,226
-112
115
$218K 0.04%
1,034
116
$218K 0.04%
+1,964
117
$206K 0.03%
+13,776
118
$205K 0.03%
5,273
+22
119
$203K 0.03%
+1,511
120
$157K 0.03%
19,460
-1,325
121
$156K 0.03%
13,126
+19
122
$148K 0.03%
96,782
123
$36.8K 0.01%
1,519
+50
124
$28.8K ﹤0.01%
11,425
125
– –
-77,140
2 3 4
5
6