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
$635M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$4.98M
3
+$3.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.37M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.08M

Top Sells

1
+$3.56M
2
+$2.77M
3
+$2.71M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.07M

Sector Composition

1 Financials 5.09%
2 Healthcare 2.06%
3 Technology 1.52%
4 Consumer Discretionary 1.34%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.05%
1,173
+8
102
$305K 0.05%
1,798
+143
103
$294K 0.05%
3,254
+21
104
$282K 0.04%
1,930
+90
105
$279K 0.04%
3,067
-188
106
$274K 0.04%
5,216
+12
107
$273K 0.04%
2,319
+8
108
$271K 0.04%
3,036
-334
109
$269K 0.04%
11,928
110
$264K 0.04%
5,047
111
$262K 0.04%
15,738
+669
112
$259K 0.04%
12,429
-291
113
$255K 0.04%
1,034
114
$251K 0.04%
+6,093
115
$249K 0.04%
1,475
+7
116
$246K 0.04%
5,346
117
$240K 0.04%
1,655
+125
118
$240K 0.04%
6,106
-152
119
$238K 0.04%
2,681
-859
120
$229K 0.04%
2,992
+7
121
$228K 0.04%
7,032
-455
122
$225K 0.04%
2,094
123
$222K 0.04%
+4,148
124
$217K 0.03%
2,350
-50
125
$215K 0.03%
+2,803
2 3 4
5
6