AFA

American Financial Advisors Portfolio holdings

AUM $775M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.23M
3
+$257K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$252K
5
GEV icon
GE Vernova
GEV
+$215K

Top Sells

1
+$1.88M
2
+$1.57M
3
+$1.47M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.04M
5
DNP icon
DNP Select Income Fund
DNP
+$932K

Sector Composition

1 Financials 5.76%
2 Technology 1.96%
3 Healthcare 1.91%
4 Consumer Discretionary 1.5%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.05%
1,773
-28
102
$354K 0.05%
2,058
103
$350K 0.05%
6,585
+105
104
$341K 0.05%
5,255
+10
105
$337K 0.05%
1,900
-250
106
$337K 0.05%
2,214
-225
107
$334K 0.05%
15,069
+69
108
$332K 0.05%
1,914
-128
109
$325K 0.04%
9,588
+24
110
$322K 0.04%
3,306
-148
111
$322K 0.04%
11,928
112
$321K 0.04%
2,868
+61
113
$319K 0.04%
1,947
+312
114
$317K 0.04%
2,701
-252
115
$315K 0.04%
2,531
+89
116
$312K 0.04%
6,946
+223
117
$308K 0.04%
11,130
+1,059
118
$302K 0.04%
2,979
+94
119
$297K 0.04%
1,748
+32
120
$288K 0.04%
2,500
-211
121
$285K 0.04%
+1,119
122
$268K 0.04%
+7,355
123
$261K 0.04%
+5,738
124
$260K 0.04%
806
-704
125
$257K 0.04%
2,387
-315
3 4
5
6 7