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
$190K
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Healthcare 6.52%
3 Financials 5.24%
4 Industrials 5.2%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.03K 0.54%
40
-4,952
52
$1.02K 0.54%
172
-27,104
53
$1.02K 0.53%
+275
54
$1.01K 0.53%
45
-36,512
55
$962 0.5%
124
-21,278
56
$951 0.5%
107
-5,285
57
$928 0.48%
129
-34,405
58
$895 0.47%
122
-13,070
59
$891 0.47%
112
-98
60
$877 0.46%
52
-15,289
61
$874 0.46%
96
-26,372
62
$871 0.45%
29
-18,373
63
$859 0.45%
48
-10,611
64
$846 0.44%
75
-26,200
65
$821 0.43%
106
-5,404
66
$812 0.42%
35
-7,658
67
$807 0.42%
45
-32,423
68
$796 0.42%
800
-33,000
69
$788 0.41%
9
-28,953
70
$767 0.4%
+101
71
$766 0.4%
90
-1,193
72
$758 0.4%
+102
73
$749 0.39%
41
-120,982
74
$734 0.38%
38
-7,344
75
$733 0.38%
33
-48,239