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
76
$716 0.37%
38
-8,529
77
$714 0.37%
96
-9,851
78
$703 0.37%
45
-31,607
79
$701 0.37%
52
-13,674
80
$690 0.36%
+93
81
$687 0.36%
191
-6,732
82
$683 0.36%
86
-324
83
$678 0.35%
26
-77,020
84
$668 0.35%
25
-4,802
85
$640 0.33%
21
-7,376
86
$630 0.33%
470
-1,800
87
$607 0.32%
83
-57
88
$598 0.31%
21
-6,135
89
$594 0.31%
100
-6,743
90
$586 0.31%
36
-13,114
91
$577 0.3%
+209
92
$574 0.3%
48
-14,183
93
$572 0.3%
332
-1,292
94
$569 0.3%
106
-26,114
95
$546 0.29%
15
-15,965
96
$545 0.28%
37
-11,838
97
$532 0.28%
79
-71
98
$525 0.27%
29
-49,216
99
$525 0.27%
+179
100
$524 0.27%
40
-1,287