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
$786M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.63M
3
+$6.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.99M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$6.41M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.46M

Sector Composition

1 Financials 3.26%
2 Real Estate 2.42%
3 Technology 1.56%
4 Consumer Discretionary 1.43%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$210K 0.03%
1,028
+117
127
$208K 0.03%
+3,556
128
$207K 0.03%
+676
129
$204K 0.03%
883
+6
130
$203K 0.03%
+1,238
131
$201K 0.03%
+724
132
$168K 0.02%
10,424
-3,039
133
$101K 0.01%
12,295
+141
134
$76K 0.01%
1,131
135
$54K 0.01%
15,822
+127
136
– –
-1,764
137
– –
-2,812
138
– –
-1,695
139
– –
-1,460
140
– –
-392
2 3 4 5
6