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
651
$2K ﹤0.01%
132
-444
652
$2K ﹤0.01%
130
653
$1K ﹤0.01%
1,000
654
$1K ﹤0.01%
35
-1,480
655
$1K ﹤0.01%
308
656
$1K ﹤0.01%
+160
657
$1K ﹤0.01%
103
658
$1K ﹤0.01%
30
-255
659
$1K ﹤0.01%
32
660
$1K ﹤0.01%
+115
661
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56
662
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24
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663
$1K ﹤0.01%
405
664
$1K ﹤0.01%
503
665
$1K ﹤0.01%
20
666
$1K ﹤0.01%
7
667
$1K ﹤0.01%
34
668
$1K ﹤0.01%
12
669
$1K ﹤0.01%
57
670
0
671
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672
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675
-15