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
$639M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.2M
3
+$15.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.91M

Top Sells

1
+$12.2M
2
+$12.1M
3
+$11.7M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.84M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.72M

Sector Composition

1 Healthcare 2.09%
2 Technology 1.65%
3 Consumer Discretionary 1.4%
4 Industrials 1.08%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.05%
1,655
+8
102
$306K 0.05%
3,668
+1,000
103
$298K 0.05%
15,844
-3,216
104
$285K 0.04%
5,204
+12
105
$281K 0.04%
5,047
+7
106
$279K 0.04%
1,840
+67
107
$278K 0.04%
7,487
+110
108
$278K 0.04%
11,928
109
$269K 0.04%
12,720
-158
110
$263K 0.04%
1,034
111
$262K 0.04%
3,233
-14
112
$260K 0.04%
15,069
+51
113
$259K 0.04%
1,165
+13
114
$249K 0.04%
+2,400
115
$248K 0.04%
6,258
-195
116
$248K 0.04%
2,311
-13
117
$248K 0.04%
12,379
+174
118
$240K 0.04%
2,985
-31
119
$237K 0.04%
2,094
-96
120
$231K 0.04%
1,468
+7
121
$231K 0.04%
+5,346
122
$230K 0.04%
3,666
-7,009
123
$229K 0.04%
1,983
+10
124
$226K 0.04%
511
-11
125
$222K 0.03%
+1,530
2 3 4
5
6