AFA

American Financial Advisors Portfolio holdings

AUM $776M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
-$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.5M
3
+$3.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.34M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.73M

Top Sells

1
+$14.4M
2
+$9.09M
3
+$8.31M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.85M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.84M

Sector Composition

1 Financials 5.48%
2 Healthcare 2.03%
3 Technology 2.03%
4 Consumer Discretionary 1.5%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.04%
13,724
-475
127
$251K 0.04%
2,807
+2
128
$247K 0.04%
2,442
+3
129
$244K 0.03%
1,971
+8
130
$233K 0.03%
1,093
+1
131
$232K 0.03%
+1,166
132
$230K 0.03%
5,657
-1,769
133
$226K 0.03%
452
134
$221K 0.03%
1,829
+2
135
$215K 0.03%
6,854
136
$210K 0.03%
+364
137
$209K 0.03%
903
+2
138
$209K 0.03%
1,336
-155
139
$202K 0.03%
2,994
-15
140
$188K 0.03%
11,617
+12
141
$148K 0.02%
11,778
-687
142
$132K 0.02%
30,527
143
$87K 0.01%
6,319
+500
144
$33.9K ﹤0.01%
11,425
145
$18.9K ﹤0.01%
10,000
146
– –
-13,217
147
– –
-485
148
– –
-5,411
149
– –
-744
150
– –
-2,639
3 4 5
6
7