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 5.04%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$87K 0.04%
12,900
277
$86K 0.04%
4,504
-2,687
278
$85K 0.04%
527
+4
279
$83K 0.03%
3,550
-2,755
280
$83K 0.03%
2,335
-976
281
$82K 0.03%
3,110
-3,758
282
$82K 0.03%
1,454
-283
283
$81K 0.03%
2,137
-3,036
284
$81K 0.03%
1,925
-503
285
$81K 0.03%
2,010
-1,205
286
$80K 0.03%
46
287
$79K 0.03%
2,975
288
$79K 0.03%
1,606
-2,340
289
$79K 0.03%
6,193
-3,341
290
$78K 0.03%
3,210
-516
291
$76K 0.03%
1,376
292
$76K 0.03%
2,294
-2,792
293
$76K 0.03%
1,681
294
$76K 0.03%
1,775
-3,200
295
$75K 0.03%
516
-507
296
$74K 0.03%
821
297
$74K 0.03%
2,330
-210
298
$74K 0.03%
1,499
-900
299
$73K 0.03%
503
300
$72K 0.03%
468
-53
10 11
12
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