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
$703M
AUM Growth
-$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.5M
3
+$3.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.34M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.73M

Top Sells

1
+$14.4M
2
+$9.09M
3
+$8.31M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.85M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.84M

Sector Composition

1 Financials 5.48%
2 Healthcare 2.03%
3 Technology 2.03%
4 Consumer Discretionary 1.5%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.05%
4,917
-500
102
$352K 0.05%
2,711
+44
103
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2,150
104
$340K 0.05%
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105
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106
$334K 0.05%
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107
$325K 0.05%
2,300
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108
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2,058
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109
$315K 0.04%
5,245
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110
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15,000
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111
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3,387
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112
$308K 0.04%
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113
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114
$303K 0.04%
11,928
115
$288K 0.04%
10,737
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116
$283K 0.04%
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117
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118
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119
$272K 0.04%
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120
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703
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121
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3,454
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122
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1,635
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123
$263K 0.04%
1,641
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124
$263K 0.04%
2,702
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125
$261K 0.04%
10,071
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3 4
5
6 7