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
$377M
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$888K
3
+$416K
4
IYH icon
iShares US Healthcare ETF
IYH
+$323K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$312K

Top Sells

1
+$60.4M
2
+$32.3M
3
+$27.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$27.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$26.5M

Sector Composition

1 Healthcare 2.34%
2 Real Estate 0.46%
3 Consumer Discretionary 0.43%
4 Technology 0.34%
5 Materials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,604
127
– –
-20,571
128
– –
-92,882
129
– –
-1,533
130
– –
-166,691
131
– –
-2,600
132
– –
-27,823
133
– –
-51,510
134
– –
-3,918
2 3 4 5
6