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AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
-1.64%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$749M
AUM Growth
+$22.5M
Cap. Flow
+$34.7M
Cap. Flow %
4.64%
Top 10 Hldgs %
48.85%
Holding
135
New
1
Increased
60
Reduced
56
Closed
3

Top Buys

1
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$25.8M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.6M
3
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$9.06M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.54M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.27M

Top Sells

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.7M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M
3
FCVT icon
First Trust SSI Strategic Convertible Securities ETF
FCVT
+$2.86M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.41M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.22M

Sector Composition

1 Financials 2.67%
2 Real Estate 2.26%
3 Consumer Discretionary 1.35%
4 Technology 1.27%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RWO icon
126
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.26B
$211K 0.03%
4,123
-1,573
-28% -$83.9K
ARKG icon
127
ARK Genomic Revolution ETF
ARKG
$1.64B
$210K 0.03%
2,812
– –
AGG icon
128
iShares Core US Aggregate Bond ETF
AGG
$138B
$203K 0.03%
1,764
-11
-0.6% -$1.27K
TGT icon
129
Target
TGT
$61.2B
$201K 0.03%
877
+1
+0.1% +$251
ET icon
130
Energy Transfer Partners
ET
$69.4B
$116K 0.02%
12,154
+133
+1% +$1.28K
AMRN
131
Amarin Corp
AMRN
$308M
$115K 0.02%
1,131
– –
CIK
132
Credit Suisse Asset Management Income Fund
CIK
$136M
$54K 0.01%
15,695
+4,407
+39% +$15.3K
AMGN icon
133
Amgen
AMGN
$195B
– –
-895
Closed -$218K
MMM icon
134
3M
MMM
$82.3B
– –
-1,241
Closed -$206K
PG icon
135
Procter & Gamble
PG
$345B
– –
-1,491
Closed -$201K
2 3 4 5
6

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