AFA

American Financial Advisors Portfolio holdings

AUM $716M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.1M
3
+$10.7M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$8.36M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.42M

Top Sells

1
+$18M
2
+$9.02M
3
+$7.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.16M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.92M

Sector Composition

1 Real Estate 4.28%
2 Financials 4.22%
3 Consumer Discretionary 0.7%
4 Technology 0.59%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 5.99%
287,377
+27,007
2
$28.3M 4.96%
156,116
+3,278
3
$25.8M 4.52%
496,001
-60,809
4
$24.1M 4.22%
116,020
-43,497
5
$23.4M 4.1%
411,331
+25,111
6
$23.4M 4.1%
444,169
+12,072
7
$22.8M 4%
568,261
+26,702
8
$21.5M 3.78%
131,531
+19,923
9
$21.2M 3.72%
1,640,960
+311,896
10
$21.2M 3.72%
166,875
+84,283
11
$20.7M 3.63%
1,301,982
+61,698
12
$20.1M 3.52%
107,268
+18,192
13
$18.1M 3.17%
471,060
+17,660
14
$15.8M 2.78%
136,353
-19,171
15
$15.5M 2.71%
137,697
+48,213
16
$15.2M 2.66%
198,333
+41,044
17
$14.9M 2.61%
314,249
-379,709
18
$14.7M 2.58%
+333,852
19
$14.1M 2.47%
239,665
+222,680
20
$13.4M 2.34%
127,710
+1,335
21
$13.2M 2.31%
668,275
+66,888
22
$12.9M 2.27%
143,277
+333
23
$11.5M 2.02%
132,490
+7,987
24
$11.2M 1.96%
359,468
+108,936
25
$10.8M 1.9%
557,014
+31,385
1
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