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
301
$72K 0.03%
534
302
$71K 0.03%
4,342
-1,567
303
$71K 0.03%
800
-140
304
$71K 0.03%
1,473
305
$70K 0.03%
2,270
306
$69K 0.03%
891
307
$69K 0.03%
16,714
308
$69K 0.03%
3,628
-2,373
309
$69K 0.03%
1,180
310
$67K 0.03%
700
311
$66K 0.03%
2,007
-270
312
$65K 0.03%
900
313
$65K 0.03%
1,933
-207
314
$64K 0.03%
1,428
-245
315
$63K 0.03%
1,319
316
$63K 0.03%
1,624
-296
317
$63K 0.03%
554
-142
318
$62K 0.03%
530
-194
319
$60K 0.03%
2,016
-334
320
$60K 0.03%
303
-253
321
$59K 0.02%
4,685
-5,177
322
$59K 0.02%
3,560
+960
323
$59K 0.02%
563
324
$59K 0.02%
445
-51
325
$58K 0.02%
1,062
-958
11 12
13
14 15