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
801
– –
-230
802
– –
-87
803
– –
-24
804
– –
-2
805
– –
-45
806
– –
-950
807
– –
-97
808
– –
-185
809
– –
-28
810
– –
-58
811
– –
-46
812
– –
-110
813
– –
-15
814
– –
-250
815
– –
-70
816
– –
-128
817
– –
-131
818
– –
0
819
– –
-167
820
– –
-143
821
– –
-160
822
– –
-220
29 30 31 32
33