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
76
$740K 0.39%
8,409
+8,233
77
$732K 0.39%
29,427
+29,392
78
$727K 0.38%
11,550
+11,524
79
$702K 0.37%
2,914
+2,829
80
$698K 0.37%
14,348
+14,243
81
$697K 0.37%
5,042
+5,006
82
$686K 0.36%
2,504
+2,426
83
$683K 0.36%
3,188
+3,163
84
$671K 0.35%
14,926
+14,713
85
$665K 0.35%
11,904
+11,896
86
$651K 0.34%
13,172
+12,848
87
$621K 0.33%
18,861
+18,636
88
$616K 0.33%
5,265
+5,218
89
$613K 0.32%
8,327
+8,291
90
$607K 0.32%
9,935
+9,894
91
$605K 0.32%
5,366
+5,345
92
$596K 0.32%
23,993
+23,910
93
$589K 0.31%
14,560
+14,545
94
$587K 0.31%
9,561
+9,479
95
$586K 0.31%
6,112
+6,071
96
$584K 0.31%
3,830
+3,740
97
$557K 0.29%
6,339
+6,251
98
$556K 0.29%
9,037
+9,034
99
$554K 0.29%
6,527
+6,492
100
$539K 0.29%
17,070
+15,790