AFA

American Financial Advisors Portfolio holdings

AUM $775M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$614M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$778K
3
+$508K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$502K
5
DNP icon
DNP Select Income Fund
DNP
+$448K

Top Sells

1
+$1.17M
2
+$1.11M
3
+$930K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$784K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$711K

Sector Composition

1 Healthcare 1.66%
2 Technology 1.46%
3 Consumer Discretionary 1.24%
4 Industrials 0.79%
5 Communication Services 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$127K 0.02%
+10,110
127
$51.6K 0.01%
1,719
+200
128
$29.4K ﹤0.01%
11,425
129
– –
-1,511
2 3 4 5
6