AFA
American Financial Advisors Portfolio holdings
AUM
$716M
1-Year Est. Return
11.74%
1 Year Est. Return
+11.74%
AUM
$689M
AUM Growth
-$20.3M
(-2.9%)
Holding
155
Top Buys
| 1 | +$2.02M | |
| 2 | +$482K | |
| 3 | +$261K | |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$212K |
| 5 |
Chevron
CVX
|
+$202K |
Top Sells
| 1 | +$1.33M | |
| 2 | +$1.33M | |
| 3 | +$1.01M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$978K |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$872K |
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
iShares Floating Rate Bond ETF
FLOT
$8.98B
| – | – |
-4,000
|
|
||
152
Marvell Technology
MRVL
$76.6B
| – | – |
-2,259
|
|
||
153
Trade Desk
TTD
$25B
| – | – |
-2,000
|
|
||
154
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-363
|
|
||
155
Advanced Micro Devices
AMD
$387B
| – | – |
-1,947
|
|