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
776
– –
-420
777
– –
-665
778
– –
-214
779
– –
-18
780
– –
-465
781
– –
-2,693
782
– –
-150
783
– –
-29
784
– –
-360
785
– –
0
786
– –
-32
787
– –
-46
788
– –
0
789
– –
-1,066
790
– –
-18
791
– –
-71
792
– –
-90
793
– –
-40
794
– –
-1,455
795
– –
-7
796
– –
-2
797
– –
-33
798
– –
-127
799
– –
-150
800
– –
-195
29 30 31
32
33