AFA

American Financial Advisors Portfolio holdings

AUM $716M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
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 Sells

1 +$2.75M
2 +$1.2M
3 +$1.17M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M
5
DAL icon
Delta Air Lines
DAL
+$906K

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