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
$639M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.2M
3
+$15.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.91M

Top Sells

1
+$12.2M
2
+$12.1M
3
+$11.7M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.84M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.72M

Sector Composition

1 Healthcare 2.09%
2 Technology 1.65%
3 Consumer Discretionary 1.4%
4 Industrials 1.08%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.03%
+6,854
127
$152K 0.02%
10,079
-31
128
$147K 0.02%
11,568
-1,580
129
$139K 0.02%
+17,863
130
$121K 0.02%
+10,143
131
$121K 0.02%
5,069
+3,350
132
$105K 0.02%
+26,527
133
$99.7K 0.02%
96,782
134
$48.5K 0.01%
+10,038
135
$33.6K 0.01%
11,425
136
– –
-3,498
137
– –
-979
2 3 4 5
6