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
101
$822K 0.35%
15,663
-867
102
$813K 0.34%
5,504
-84
103
$795K 0.33%
8,658
-1,929
104
$791K 0.33%
7,397
-1,811
105
$772K 0.32%
13,726
-2,370
106
$772K 0.32%
14,384
+2,706
107
$772K 0.32%
10,925
+2,148
108
$762K 0.32%
16,023
+5,206
109
$743K 0.31%
11,875
+619
110
$719K 0.3%
14,684
-548
111
$703K 0.3%
6,156
-3,290
112
$691K 0.29%
5,917
-318
113
$677K 0.28%
8,015
-1,855
114
$664K 0.28%
+4,621
115
$640K 0.27%
10,540
-440
116
$636K 0.27%
10,486
-86
117
$630K 0.26%
5,379
-525
118
$607K 0.25%
15,980
119
$602K 0.25%
3,845
-727
120
$592K 0.25%
13,961
+1,840
121
$577K 0.24%
14,531
+1,653
122
$568K 0.24%
12,043
+5,428
123
$556K 0.23%
6,923
-26
124
$542K 0.23%
6,574
-213
125
$535K 0.22%
16,717
-3,876
3 4
5
6 7