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
376
$32K 0.01%
381
377
$31K 0.01%
795
+210
378
$31K 0.01%
240
379
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980
380
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434
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$30K 0.01%
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382
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239
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383
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384
$29K 0.01%
434
385
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334
386
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504
387
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2,250
388
$29K 0.01%
427
389
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+1,333
390
$28K 0.01%
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391
$28K 0.01%
294
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$28K 0.01%
570
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$27K 0.01%
425
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$26K 0.01%
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229
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$25K 0.01%
848
398
$25K 0.01%
48
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399
$25K 0.01%
2,880
400
$25K 0.01%
212
14 15
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