AFA

American Financial Advisors Portfolio holdings

AUM $775M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$946K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$901K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$813K

Top Sells

1
+$6.88M
2
+$1.91M
3
+$987K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$871K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$756K

Sector Composition

1 Financials 5.97%
2 Technology 2.22%
3 Healthcare 1.68%
4 Consumer Discretionary 1.62%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$288K 0.04%
6,853
-1
127
$280K 0.04%
494
+10
128
$279K 0.04%
637
+6
129
$278K 0.04%
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130
$278K 0.04%
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131
$277K 0.04%
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132
$273K 0.04%
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133
$267K 0.04%
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134
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135
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2,546
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136
$251K 0.04%
3,244
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137
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138
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+1,716
139
$241K 0.03%
2,419
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140
$241K 0.03%
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141
$238K 0.03%
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144
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750
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145
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146
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804
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147
$224K 0.03%
3,348
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148
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+702
149
$224K 0.03%
2,439
-419
150
$223K 0.03%
+455
3 4 5
6
7