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
$190K
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Healthcare 6.52%
3 Financials 5.24%
4 Industrials 5.2%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.58K 0.83%
228
-11,973
27
$1.53K 0.8%
122
-25,543
28
$1.5K 0.78%
109
-47,047
29
$1.49K 0.78%
142
-14,290
30
$1.48K 0.77%
155
-21,974
31
$1.41K 0.73%
117
-16,436
32
$1.4K 0.73%
140
-5,566
33
$1.39K 0.73%
134
-4,631
34
$1.37K 0.72%
121
-5,502
35
$1.25K 0.65%
40
-19,080
36
$1.21K 0.63%
+294
37
$1.21K 0.63%
141
-11,631
38
$1.2K 0.63%
218
-4,399
39
$1.2K 0.62%
168
-300
40
$1.16K 0.61%
276
-48,648
41
$1.12K 0.59%
120
-20,642
42
$1.12K 0.59%
35
-27,496
43
$1.11K 0.58%
67
-57,440
44
$1.1K 0.57%
113
-46,651
45
$1.07K 0.56%
22
-23,807
46
$1.06K 0.56%
500
-14,780
47
$1.05K 0.55%
51
-28,811
48
$1.04K 0.54%
105
-11,554
49
$1.03K 0.54%
210
-1,020
50
$1.03K 0.54%
266
-1,502