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
$133M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$14.7M
3 +$3.95M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.33M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.24M

Sector Composition

1 Technology 7.37%
2 Healthcare 6.79%
3 Financials 4.08%
4 Consumer Discretionary 3.22%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$986K 0.73%
+5,791
27
$975K 0.72%
22,891
+4,234
28
$965K 0.71%
35,518
+7,859
29
$950K 0.7%
10,504
-190
30
$938K 0.69%
12,728
-1,330
31
$923K 0.68%
17,357
-1,149
32
$903K 0.67%
19,680
-266
33
$874K 0.65%
31,534
+8,153
34
$866K 0.64%
4,894
-1,542
35
$801K 0.59%
3,313
-2,035
36
$794K 0.59%
14,909
-1,243
37
$794K 0.59%
13,036
-1,624
38
$785K 0.58%
7,063
-9,443
39
$784K 0.58%
+34,063
40
$780K 0.58%
12,840
-3,393
41
$777K 0.57%
8,800
-2,740
42
$754K 0.56%
26,790
-4,962
43
$751K 0.56%
10,289
-215
44
$719K 0.53%
13,535
+3,023
45
$718K 0.53%
17,545
-2,878
46
$716K 0.53%
+18,259
47
$701K 0.52%
8,901
-9,031
48
$697K 0.52%
11,880
-500
49
$687K 0.51%
155,680
-133,360
50
$677K 0.5%
8,477
+2,991