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
$710M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$346K
3
+$313K
4
AVGO icon
Broadcom
AVGO
+$255K
5
VUG icon
Vanguard Growth ETF
VUG
+$254K

Top Sells

1
+$2.8M
2
+$1.29M
3
+$1.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M
5
DAL icon
Delta Air Lines
DAL
+$884K

Sector Composition

1 Financials 5.82%
2 Technology 2.19%
3 Healthcare 1.69%
4 Consumer Discretionary 1.69%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,375
152
– –
-1,980
153
– –
-455
3 4 5 6
7