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
351
$43K 0.02%
+4,900
352
$43K 0.02%
+1,596
353
$43K 0.02%
1,180
-660
354
$43K 0.02%
+374
355
$42K 0.02%
235
-32
356
$42K 0.02%
2,337
-3,985
357
$42K 0.02%
760
-475
358
$41K 0.02%
+811
359
$40K 0.02%
350
360
$39K 0.02%
286
361
$38K 0.02%
1,460
-330
362
$38K 0.02%
848
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363
$38K 0.02%
1,878
364
$38K 0.02%
1,452
-1,556
365
$38K 0.02%
1,868
-3,060
366
$37K 0.02%
1,073
-560
367
$37K 0.02%
1,918
-1,547
368
$36K 0.02%
266
369
$36K 0.02%
243
-160
370
$36K 0.02%
3,348
-4,710
371
$36K 0.02%
1,121
-190
372
$34K 0.01%
150
373
$34K 0.01%
929
+575
374
$34K 0.01%
685
375
$33K 0.01%
941
13 14
15
16 17