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 5.04%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
200
652
$2K ﹤0.01%
52
653
$1K ﹤0.01%
+160
654
$1K ﹤0.01%
103
655
$1K ﹤0.01%
30
-255
656
$1K ﹤0.01%
32
657
$1K ﹤0.01%
+115
658
$1K ﹤0.01%
56
659
$1K ﹤0.01%
24
-82
660
$1K ﹤0.01%
405
661
$1K ﹤0.01%
503
662
$1K ﹤0.01%
20
663
$1K ﹤0.01%
7
664
$1K ﹤0.01%
34
665
$1K ﹤0.01%
12
666
$1K ﹤0.01%
57
667
$1K ﹤0.01%
1,000
668
$1K ﹤0.01%
35
-1,480
669
$1K ﹤0.01%
308
670
– –
-1
671
– –
-27
672
– –
-141
673
– –
-112
674
– –
-15
675
– –
-60
25 26
27
28 29