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
$710M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$965K
3
+$572K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$387K
5
CSCO icon
Cisco
CSCO
+$340K

Top Sells

1
+$4.4M
2
+$1.46M
3
+$832K
4
DNP icon
DNP Select Income Fund
DNP
+$584K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$576K

Sector Composition

1 Financials 5.46%
2 Healthcare 1.81%
3 Technology 1.73%
4 Consumer Discretionary 1.45%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28.7K ﹤0.01%
10,000
152
– –
-9,941
153
– –
-4,975
154
– –
-680
155
– –
-307
156
– –
-3,367
3 4 5 6
7