AFA

American Financial Advisors Portfolio holdings

AUM $776M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 1.84%
2 Technology 1.21%
3 Consumer Discretionary 1.05%
4 Industrials 0.77%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-77,140