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
451
$13K 0.01%
400
452
$13K 0.01%
109
-213
453
$13K 0.01%
190
454
$13K 0.01%
575
-1,060
455
$13K 0.01%
517
+53
456
$12K 0.01%
3,887
457
$12K 0.01%
900
-2,460
458
$12K 0.01%
223
459
$12K 0.01%
233
460
$12K 0.01%
276
461
$12K 0.01%
+83
462
$12K 0.01%
100
-115
463
$12K 0.01%
4,695
464
$12K 0.01%
936
-1,108
465
$11K ﹤0.01%
100
466
$11K ﹤0.01%
270
467
$11K ﹤0.01%
340
-450
468
$11K ﹤0.01%
111
+83
469
$11K ﹤0.01%
177
-13
470
$10K ﹤0.01%
210
+70
471
$10K ﹤0.01%
383
-360
472
$10K ﹤0.01%
103
473
$10K ﹤0.01%
645
474
$10K ﹤0.01%
206
475
$10K ﹤0.01%
830
17 18
19
20 21