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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
+2.44%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$775M
AUM Growth
-$1.58M
(-0.2%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-2.2%
Top 10 Holdings %
Top 10 Hldgs %
54.21%
Holding
165
New
7
Increased
66
Reduced
77
Closed
5
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.03M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$963K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$611K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$579K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$410K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$2.5M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
+$2.02M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.63M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.51M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.3M |
Sector Composition
| 1 | Financials | 5.42% |
| 2 | Technology | 2.42% |
| 3 | Healthcare | 2.06% |
| 4 | Industrials | 1.61% |
| 5 | Consumer Discretionary | 1.47% |
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