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
$635M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$4.98M
3
+$3.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.37M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.08M

Top Sells

1
+$3.56M
2
+$2.77M
3
+$2.71M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.24M
5
EMB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.03%
1,992
+9
127
$204K 0.03%
14,844
-1,000
128
$202K 0.03%
3,374
-292
129
$198K 0.03%
10,515
-1,864
130
$162K 0.03%
11,581
+13
131
$148K 0.02%
11,910
+1,831
132
$113K 0.02%
30,527
+4,000
133
$107K 0.02%
5,819
+750
134
$29.6K ﹤0.01%
11,425
135
– –
-10,038
136
– –
-10,143
137
– –
-6,854
138
– –
-17,863
139
– –
-511
140
– –
-96,782
2 3 4 5
6