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
$186M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$10.2M
3 +$9.18M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$6.43M
5
AMGN icon
Amgen
AMGN
+$5.77M

Top Sells

1 +$271
2 +$226
3 +$205
4
PAA icon
Plains All American Pipeline
PAA
+$200

Sector Composition

1 Technology 8.56%
2 Healthcare 7.48%
3 Financials 5.65%
4 Industrials 5.15%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.04M 0.55%
11,554
+11,446
52
$1.04M 0.55%
23,985
+23,962
53
$1.04M 0.55%
27,049
+27,012
54
$1.02M 0.54%
14,701
+14,636
55
$985K 0.52%
4,566
+4,361
56
$978K 0.52%
17,648
+17,476
57
$960K 0.51%
7,871
+7,822
58
$915K 0.48%
12,144
+12,112
59
$914K 0.48%
5,748
+5,662
60
$911K 0.48%
15,730
+15,701
61
$903K 0.48%
30,645
+30,523
62
$896K 0.47%
18,956
+18,905
63
$867K 0.46%
20,200
+20,112
64
$859K 0.45%
14,400
+13,600
65
$856K 0.45%
19,268
+19,172
66
$841K 0.44%
10,897
+10,847
67
$838K 0.44%
8,861
+8,748
68
$827K 0.44%
26,044
+25,939
69
$826K 0.44%
25,082
+24,986
70
$807K 0.43%
15,119
+15,050
71
$799K 0.42%
19,490
+19,050
72
$789K 0.42%
34,484
+34,383
73
$785K 0.42%
5,376
+5,287
74
$747K 0.39%
12,569
+12,525
75
$743K 0.39%
4,394
+4,356