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
26
$2.11M 0.88%
21,339
+29
27
$1.96M 0.82%
13,736
+257
28
$1.95M 0.82%
69,913
-5,197
29
$1.95M 0.82%
24,584
+4,447
30
$1.91M 0.8%
32,468
+1,431
31
$1.86M 0.78%
72,530
+6,865
32
$1.79M 0.75%
20,762
-3,011
33
$1.77M 0.74%
33,800
-840
34
$1.75M 0.74%
42,430
+4,727
35
$1.73M 0.73%
14,432
-567
36
$1.71M 0.72%
27,399
+3,032
37
$1.64M 0.69%
21,402
+2,231
38
$1.63M 0.68%
25,665
-2,117
39
$1.61M 0.67%
28,962
+3,686
40
$1.53M 0.64%
14,231
-215
41
$1.51M 0.64%
12,104
-1,984
42
$1.47M 0.62%
4,992
-1,321
43
$1.45M 0.61%
19,120
+130
44
$1.44M 0.6%
23,029
+4,067
45
$1.42M 0.6%
27,276
-10,800
46
$1.4M 0.59%
51,600
+9,280
47
$1.39M 0.58%
26,275
-8,002
48
$1.37M 0.58%
77,046
+7,657
49
$1.33M 0.56%
28,862
-3,665
50
$1.33M 0.56%
11,659
+265
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2
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