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
$689M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$501K
3
+$270K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$222K
5
NVDA icon
NVIDIA
NVDA
+$195K

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$919K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$862K

Sector Composition

1 Financials 6.83%
2 Technology 1.89%
3 Healthcare 1.85%
4 Consumer Discretionary 1.45%
5 Industrials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-363
152
– –
-1,947
153
– –
-4,619
154
– –
-771
155
– –
-1,526
3 4 5 6
7