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AFA
American Financial Advisors Portfolio holdings
AUM
$750M
1-Year Est. Return
12.49%
This Fund
S&P 500
This Quarter
Est. Return
-3.58%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$635M
AUM Growth
-$4.46M
(-0.7%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
3.42%
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
|
+$31.9M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.18M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.63M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$2.47M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$2.15M |
Top Sells
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$3.72M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.86M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$2.83M |
| 4 |
State Street SPDR S&P Biotech ETF
XBI
|
+$2.45M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$2.14M |
Sector Composition
| 1 | Financials | 5.09% |
| 2 | Healthcare | 2.06% |
| 3 | Technology | 1.52% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Industrials | 0.97% |
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