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AFA
American Financial Advisors Portfolio holdings
AUM
$750M
1-Year Est. Return
12.49%
This Fund
S&P 500
This Quarter
Est. Return
+5.82%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$716M
AUM Growth
+$26.7M
(+3.9%)
Cap. Flow
-$6.96M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
53.28%
Holding
163
New
16
Increased
70
Reduced
63
Closed
2
Top Buys
| 1 |
Capital Group International Equity ETF
CGIE
|
+$1.11M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.08M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$946K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$901K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$813K |
Top Sells
| 1 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$6.88M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.91M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$987K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$871K |
| 5 |
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% |
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