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
$716M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$946K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$901K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$813K

Top Sells

1
+$6.88M
2
+$1.91M
3
+$987K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$871K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$756K

Sector Composition

1 Financials 5.97%
2 Technology 2.22%
3 Healthcare 1.68%
4 Consumer Discretionary 1.62%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$438K 0.06%
7,315
+68
102
$430K 0.06%
9,447
-458
103
$411K 0.06%
1,964
104
$411K 0.06%
33,327
-1,200
105
$400K 0.06%
1,453
+21
106
$372K 0.05%
+2,729
107
$371K 0.05%
13,211
108
$371K 0.05%
+5,373
109
$371K 0.05%
4,042
+21
110
$354K 0.05%
9,116
-1,198
111
$350K 0.05%
11,928
112
$350K 0.05%
8,220
+23
113
$332K 0.05%
6,774
+22
114
$332K 0.05%
2,057
115
$325K 0.05%
9,459
-400
116
$322K 0.05%
13,531
-398
117
$320K 0.04%
8,769
-1,145
118
$319K 0.04%
7,367
+107
119
$319K 0.04%
3,212
+22
120
$307K 0.04%
10,929
+74
121
$301K 0.04%
5,026
+47
122
$298K 0.04%
1,606
+15
123
$297K 0.04%
2,759
+16
124
$296K 0.04%
2,811
+1
125
$293K 0.04%
7,170
-296
3 4
5
6 7