AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
+4.92%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$639M
AUM Growth
+$639M
(+4.1%)
Cap. Flow
-$3.74M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
50.31%
Holding
137
New
9
Increased
51
Reduced
64
Closed
2
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$16.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$16.2M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$15.3M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$12.9M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$8.91M |
Top Sells
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$12.2M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$12.1M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$11.7M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$9.84M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$7.72M |
Sector Composition
| 1 | Healthcare | 2.09% |
| 2 | Technology | 1.65% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Industrials | 1.08% |
| 5 | Communication Services | 0.7% |
