AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
-3.58%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$635M
AUM Growth
+$635M
(-0.7%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
49.89%
Holding
140
New
5
Increased
52
Reduced
66
Closed
6
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$31.5M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$4.98M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.55M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$2.37M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$2.08M |
Top Sells
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$3.56M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.77M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$2.71M |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$2.24M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$2.07M |
Sector Composition
| 1 | Financials | 5.09% |
| 2 | Healthcare | 2.06% |
| 3 | Technology | 1.52% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Industrials | 0.97% |
