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AFA
American Financial Advisors Portfolio holdings
AUM
$750M
1-Year Est. Return
12.49%
This Fund
S&P 500
This Quarter
Est. Return
-0.75%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$710M
AUM Growth
-$23M
(-3.1%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-2.03%
Top 10 Holdings %
Top 10 Hldgs %
53.22%
Holding
153
New
7
Increased
44
Reduced
89
Closed
3
Top Buys
| 1 |
Capital Group Core Bond ETF
CGCB
|
+$901K |
| 2 |
FT Vest US Equity Moderate Buffer ETF November
GNOV
|
+$346K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$313K |
| 4 |
Broadcom
AVGO
|
+$255K |
| 5 |
Vanguard Growth ETF
VUG
|
+$254K |
Top Sells
| 1 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$2.8M |
| 2 |
DNP Select Income Fund
DNP
|
+$1.29M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.23M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.16M |
| 5 |
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
Chevron
CVX
$363B
| – | – |
-1,375
| Closed | -$202K |
|
152
Merck
MRK
$306B
| – | – |
-1,980
| Closed | -$225K |
|
153
Ferrari
RACE
$65.6B
| – | – |
-455
| Closed | -$214K |
|
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