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
51
$1.31M 0.55%
22,129
+3,796
52
$1.28M 0.54%
4,765
+43
53
$1.28M 0.54%
13,192
-2,579
54
$1.26M 0.53%
36,589
-1,935
55
$1.25M 0.53%
48,924
-5,742
56
$1.24M 0.52%
5,623
+148
57
$1.23M 0.52%
3,839
+186
58
$1.22M 0.51%
27,531
+8,912
59
$1.2M 0.5%
8,567
-851
60
$1.19M 0.5%
11,361
-283
61
$1.17M 0.49%
6,171
+1,557
62
$1.15M 0.48%
69,969
+2,156
63
$1.14M 0.48%
10,659
+3,039
64
$1.13M 0.47%
28,376
+4,876
65
$1.13M 0.47%
7,382
-2,648
66
$1.11M 0.47%
18,402
-525
67
$1.1M 0.46%
15,341
-2,835
68
$1.09M 0.46%
56,337
+6,523
69
$1.08M 0.45%
6,843
-781
70
$1.08M 0.45%
12,859
-2,544
71
$1.07M 0.45%
23,829
+618
72
$1.07M 0.45%
35,609
+2,221
73
$1.04M 0.44%
215,160
+10,880
74
$1.02M 0.43%
34,534
-6,598
75
$1.02M 0.43%
9,947
-627
1 2
3
4 5