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
476
$10K ﹤0.01%
237
477
$10K ﹤0.01%
197
478
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+215
479
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122
-42
480
$10K ﹤0.01%
+165
481
$10K ﹤0.01%
156
482
$10K ﹤0.01%
21
483
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108
484
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169
485
$10K ﹤0.01%
455
486
$10K ﹤0.01%
559
+422
487
$9K ﹤0.01%
88
488
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250
489
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155
-566
490
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233
-145
491
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204
492
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869
-991
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$9K ﹤0.01%
140
-1,090
494
$9K ﹤0.01%
91
495
$9K ﹤0.01%
276
496
$9K ﹤0.01%
685
497
$8K ﹤0.01%
+345
498
$8K ﹤0.01%
257
-130
499
$8K ﹤0.01%
70
-431
500
$8K ﹤0.01%
246
18 19
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