AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$8.53M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.4M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.78M

Top Sells

1
+$4.33M
2
+$3.64M
3
+$3.22M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.17M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.26M

Sector Composition

1 Financials 5.61%
2 Technology 2.38%
3 Consumer Discretionary 1.55%
4 Healthcare 1.53%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$449K 0.06%
2,460
-269
102
$443K 0.06%
7,549
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103
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105
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107
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108
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109
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110
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111
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112
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11,999
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113
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114
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115
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116
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118
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119
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120
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121
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122
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2,812
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123
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6,259
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124
$307K 0.04%
7,030
-140
125
$306K 0.04%
3,828
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5
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