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
$186M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$10.2M
3 +$9.18M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$6.43M
5
AMGN icon
Amgen
AMGN
+$5.77M

Top Sells

1 +$271
2 +$226
3 +$205
4
PAA icon
Plains All American Pipeline
PAA
+$200

Sector Composition

1 Technology 8.56%
2 Healthcare 7.48%
3 Financials 5.65%
4 Industrials 5.15%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.62M 0.86%
22,136
+22,020
27
$1.55M 0.82%
9,427
+9,219
28
$1.53M 0.81%
5,222
+5,083
29
$1.46M 0.77%
45,064
+44,987
30
$1.45M 0.77%
41,278
+40,982
31
$1.44M 0.76%
7,961
+7,792
32
$1.43M 0.76%
14,280
+13,740
33
$1.41M 0.74%
11,511
+11,452
34
$1.37M 0.72%
12,245
+12,105
35
$1.31M 0.7%
16,774
+16,733
36
$1.31M 0.69%
23,245
+23,087
37
$1.28M 0.67%
17,784
+17,654
38
$1.21M 0.64%
8,068
+7,973
39
$1.2M 0.64%
17,698
+17,414
40
$1.18M 0.62%
7,143
+7,013
41
$1.15M 0.61%
3,101
+3,061
42
$1.15M 0.61%
17,164
+17,063
43
$1.15M 0.61%
25,631
+25,588
44
$1.15M 0.61%
6,533
+6,330
45
$1.12M 0.59%
20,489
+20,211
46
$1.12M 0.59%
5,534
+5,435
47
$1.1M 0.58%
11,514
+11,471
48
$1.09M 0.58%
12,492
+12,363
49
$1.07M 0.57%
36,774
+36,498
50
$1.06M 0.56%
18,495
+18,387