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
$673M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$23.5M
2 +$22.4M
3 +$19.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.8M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$12.5M

Sector Composition

1 Financials 2.97%
2 Real Estate 2.56%
3 Consumer Discretionary 1.37%
4 Technology 1.13%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$140K 0.02%
1,131
127
$91K 0.01%
11,901
+155
128
$38K 0.01%
11,168
+125
129
-6,675
130
-1,201
131
-1,485