AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
-0.46%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$689M
AUM Growth
+$689M
(-2.9%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-1.77%
Top 10 Holdings %
Top 10 Hldgs %
53.67%
Holding
155
New
5
Increased
52
Reduced
77
Closed
8
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Datadog
DDOG
$47.7B
| – | – | -1,526 | Closed | -$218K |
|
152
iShares Floating Rate Bond ETF
FLOT
$9.15B
| – | – | -4,000 | Closed | -$204K |
|
153
Marvell Technology
MRVL
$54.2B
| – | – | -2,259 | Closed | -$250K |
|
154
Trade Desk
TTD
$26.7B
| – | – | -2,000 | Closed | -$235K |
|
155
Vanguard Information Technology ETF
VGT
$99.7B
| – | – | -363 | Closed | -$225K |
|