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
$716M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$946K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$901K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$813K

Top Sells

1
+$6.88M
2
+$1.91M
3
+$987K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$871K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$756K

Sector Composition

1 Financials 5.97%
2 Technology 2.22%
3 Healthcare 1.68%
4 Consumer Discretionary 1.62%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.03%
711
+1
152
$213K 0.03%
682
153
$212K 0.03%
5,232
-210
154
$206K 0.03%
366
155
$202K 0.03%
+1,506
156
$202K 0.03%
+3,092
157
$201K 0.03%
7,840
+47
158
$200K 0.03%
+472
159
$200K 0.03%
+1,371
160
$33.8K ﹤0.01%
11,425
161
$10.7K ﹤0.01%
10,000
162
– –
-1,210
163
– –
-11,649
3 4 5 6
7