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
401
$24K 0.01%
+996
402
$24K 0.01%
274
+235
403
$23K 0.01%
5,380
404
$23K 0.01%
734
405
$23K 0.01%
831
-43
406
$23K 0.01%
2,550
407
$22K 0.01%
1,195
-4,360
408
$22K 0.01%
288
409
$22K 0.01%
255
410
$21K 0.01%
1,115
-670
411
$20K 0.01%
3,027
412
$20K 0.01%
428
413
$20K 0.01%
306
-229
414
$20K 0.01%
227
415
$20K 0.01%
584
416
$20K 0.01%
224
417
$20K 0.01%
+3,780
418
$19K 0.01%
8,000
419
$19K 0.01%
720
-9,725
420
$19K 0.01%
+254
421
$19K 0.01%
540
422
$18K 0.01%
129
423
$18K 0.01%
202
424
$18K 0.01%
339
-168
425
$17K 0.01%
82
15 16
17
18 19