AFNAS

American Financial Network Advisory Services Portfolio holdings

AUM $66.9M
1-Year Est. Return 1.58%
This Quarter Est. Return
1 Year Est. Return
+1.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$950K
3
+$886K
4
BABA icon
Alibaba
BABA
+$827K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$695K

Top Sells

1
+$1.29M
2
+$748K
3
+$562K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$555K
5
GE icon
GE Aerospace
GE
+$462K

Sector Composition

1 Technology 6.85%
2 Healthcare 6.53%
3 Industrials 6.28%
4 Financials 5.02%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$141K 0.06%
24,164
-3,754
227
$139K 0.06%
1,221
-1,339
228
$138K 0.06%
25,916
+8,689
229
$137K 0.06%
9,486
+2,519
230
$137K 0.06%
2,165
+607
231
$135K 0.06%
770
+63
232
$134K 0.06%
2,441
-1,380
233
$132K 0.06%
518
-25
234
$132K 0.06%
4,784
-1,091
235
$131K 0.06%
+5,510
236
$130K 0.05%
1,726
-1,125
237
$129K 0.05%
3,053
+2,482
238
$128K 0.05%
38,426
+13,706
239
$126K 0.05%
1,945
-120
240
$125K 0.05%
2,925
-639
241
$124K 0.05%
1,605
242
$124K 0.05%
2,267
-668
243
$118K 0.05%
1,103
-355
244
$114K 0.05%
10,596
-1,548
245
$113K 0.05%
1,327
+65
246
$112K 0.05%
+1,033
247
$111K 0.05%
1,120
-532
248
$110K 0.05%
+5,991
249
$109K 0.05%
2,147
-944
250
$109K 0.05%
6,402
-3,146
8 9
10
11 12