AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$8.53M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.4M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.78M

Top Sells

1
+$4.33M
2
+$3.64M
3
+$3.22M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.17M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.26M

Sector Composition

1 Financials 5.61%
2 Technology 2.38%
3 Consumer Discretionary 1.55%
4 Healthcare 1.53%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$305K 0.04%
498
+4
127
$304K 0.04%
3,620
+22
128
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2,597
-162
129
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130
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4,167
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131
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+4,380
132
$282K 0.04%
3,024
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133
$280K 0.04%
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134
$278K 0.04%
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135
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136
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1,722
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137
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1,840
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138
$250K 0.03%
751
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139
$246K 0.03%
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140
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141
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142
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144
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145
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1,382
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146
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810
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147
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1,888
148
$221K 0.03%
5,000
-232
149
$221K 0.03%
455
150
$216K 0.03%
1,954
-592
3 4 5
6
7