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
$590M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$1.2M
3 +$529K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$488K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$403K

Top Sells

1 +$20.6M
2 +$1.1M
3 +$981K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$695K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$621K

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
-10,661