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
626
$3K ﹤0.01%
76
627
$3K ﹤0.01%
100
628
$3K ﹤0.01%
220
629
$3K ﹤0.01%
100
630
$3K ﹤0.01%
40
631
$2K ﹤0.01%
1,000
-7,000
632
$2K ﹤0.01%
200
633
$2K ﹤0.01%
52
634
$2K ﹤0.01%
27
635
$2K ﹤0.01%
+15
636
$2K ﹤0.01%
56
-13
637
$2K ﹤0.01%
27
638
$2K ﹤0.01%
35
639
$2K ﹤0.01%
+108
640
$2K ﹤0.01%
+59
641
$2K ﹤0.01%
+81
642
$2K ﹤0.01%
18
643
$2K ﹤0.01%
44
-159
644
$2K ﹤0.01%
65
645
$2K ﹤0.01%
22
646
$2K ﹤0.01%
15
647
$2K ﹤0.01%
20
648
$2K ﹤0.01%
219
649
$2K ﹤0.01%
+66
650
$2K ﹤0.01%
50
24 25
26
27 28