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
251
$108K 0.05%
6,875
252
$108K 0.05%
1,026
-99
253
$107K 0.04%
896
+687
254
$107K 0.04%
795
255
$107K 0.04%
1,768
-1,124
256
$107K 0.04%
1,883
+550
257
$106K 0.04%
1,499
258
$106K 0.04%
540
259
$105K 0.04%
5,348
-3,249
260
$104K 0.04%
2,000
-3
261
$103K 0.04%
1,545
262
$102K 0.04%
410
-100
263
$102K 0.04%
705
264
$102K 0.04%
5,832
-1,708
265
$100K 0.04%
928
-431
266
$97K 0.04%
1,617
267
$96K 0.04%
656
-19
268
$96K 0.04%
1,055
-91
269
$93K 0.04%
1,278
-215
270
$93K 0.04%
3,350
271
$92K 0.04%
1,793
272
$92K 0.04%
5,355
-1,480
273
$90K 0.04%
4,064
-280
274
$89K 0.04%
2,521
275
$88K 0.04%
871
-330
9 10
11
12 13