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
$140M
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$327K
2 +$260K
3 +$218K
4
SBUX icon
Starbucks
SBUX
+$212K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$200K

Sector Composition

1 Healthcare 8.62%
2 Technology 7.44%
3 Industrials 5.16%
4 Financials 4.84%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$575K 0.41%
10,086
-1,464
77
$568K 0.4%
2,161
-343
78
$559K 0.4%
5,055
-210
79
$545K 0.39%
32,082
-2,402
80
$533K 0.38%
4,395
-28
81
$530K 0.38%
8,142
-185
82
$521K 0.37%
5,401
-2,470
83
$512K 0.36%
12,180
-992
84
$511K 0.36%
13,874
-1,052
85
$508K 0.36%
5,528
86
$506K 0.36%
5,486
-3,375
87
$498K 0.35%
7,425
-984
88
$485K 0.34%
14,600
+40
89
$478K 0.34%
5,681
-658
90
$475K 0.34%
20,896
-3,097
91
$464K 0.33%
3,648
-182
92
$464K 0.33%
9,915
-2,654
93
$463K 0.33%
9,219
-716
94
$462K 0.33%
6,217
-310
95
$459K 0.33%
3,964
-172
96
$455K 0.32%
10,512
-3,836
97
$451K 0.32%
9,485
-1
98
$442K 0.31%
2,730
-184
99
$418K 0.3%
25,851
-2,869
100
$416K 0.29%
16,010
-1,060