AFA
American Financial Advisors Portfolio holdings
AUM
$776M
1-Year Est. Return
10.23%
1 Year Est. Return
+10.23%
AUM
$716M
AUM Growth
+$26.7M
(+3.9%)
Holding
163
Top Buys
| 1 | +$1.17M | |
| 2 | +$1.17M | |
| 3 | +$1.05M | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$949K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$859K |
Top Sells
| 1 | +$6.96M | |
| 2 | +$2.12M | |
| 3 | +$1.04M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$834K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$818K |
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
Automatic Data Processing
ADP
$103B
| $219K | 0.03% |
711
+1
|
|
||
152
UnitedHealth
UNH
$292B
| $213K | 0.03% |
682
|
|
||
153
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$265M
| $212K | 0.03% |
5,232
-210
|
|
||
154
Mastercard
MA
$499B
| $206K | 0.03% |
366
|
|
||
155
Datadog
DDOG
$64.9B
| $202K | 0.03% |
+1,506
|
|
||
156
iShares Future Exponential Technologies ETF
XT
$3.77B
| $202K | 0.03% |
+3,092
|
|
||
157
Weyerhaeuser
WY
$16B
| $201K | 0.03% |
7,840
+47
|
|
||
158
iShares Russell 1000 Growth ETF
IWF
$123B
| $200K | 0.03% |
+472
|
|
||
159
RTX Corp
RTX
$233B
| $200K | 0.03% |
+1,371
|
|
||
|
CIK
160
Credit Suisse Asset Management Income Fund
CIK
$155M
| $33.8K | ﹤0.01% |
11,425
|
|
||
161
Wheels Up
UP
$779M
| $10.7K | ﹤0.01% |
10,000
|
|
||
162
Energy Transfer Partners
ET
$58.4B
| – | – |
-11,649
|
|
||
163
Chevron
CVX
$315B
| – | – |
-1,210
|
|