AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
+6.13%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$590M
AUM Growth
+$590M
(+1.9%)
Cap. Flow
-$20.2M
Cap. Flow
% of AUM
-3.43%
Top 10 Holdings %
Top 10 Hldgs %
52.01%
Holding
126
New
6
Increased
58
Reduced
52
Closed
2
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.21M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.2M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$529K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$488K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$403K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$20.6M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.1M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$981K |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$695K |
| 5 |
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% |
