AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
+9.52%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$676M
AUM Growth
+$676M
(+6.5%)
Cap. Flow
-$15.8M
Cap. Flow
% of AUM
-2.34%
Top 10 Holdings %
Top 10 Hldgs %
50.27%
Holding
147
New
13
Increased
43
Reduced
78
Closed
2
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.67M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$600K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$487K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$480K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$417K |
Top Sells
| 1 |
ALPS O'Shares Europe Quality Dividend ETF
OEUR
|
$6.58M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.39M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.19M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$1.07M |
| 5 |
Eli Lilly
LLY
|
$974K |
Sector Composition
| 1 | Financials | 4.85% |
| 2 | Healthcare | 1.94% |
| 3 | Technology | 1.68% |
| 4 | Consumer Discretionary | 1.42% |
| 5 | Industrials | 1.08% |
