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
76
$1.01M 0.42%
26,468
-14,540
77
$1M 0.42%
26,220
+2,151
78
$1M 0.42%
14,261
-3,243
79
$995K 0.42%
33,697
+10,012
80
$984K 0.41%
5,706
+4,793
81
$982K 0.41%
40,286
+9,464
82
$973K 0.41%
5,392
+233
83
$957K 0.4%
4,827
-552
84
$951K 0.4%
7,693
-3,518
85
$950K 0.4%
+47,483
86
$949K 0.4%
6,453
+1,828
87
$945K 0.4%
16,553
-1,260
88
$937K 0.39%
31,912
-4,873
89
$909K 0.38%
4,617
+140
90
$903K 0.38%
7,779
+103
91
$899K 0.38%
2,930
-193
92
$895K 0.38%
13,150
-3,086
93
$893K 0.37%
15,280
+280
94
$886K 0.37%
+38,299
95
$876K 0.37%
11,772
+628
96
$873K 0.37%
35,571
+11,283
97
$864K 0.36%
8,773
+1,354
98
$858K 0.36%
9,227
-297
99
$845K 0.35%
12,904
-1,292
100
$839K 0.35%
7,039
-515
2 3
4
5 6