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
101
$413K 0.29%
17,415
-1,446
102
$411K 0.29%
5,730
-382
103
$391K 0.28%
3,065
+146
104
$389K 0.28%
11,640
-615
105
$376K 0.27%
15,307
-4,252
106
$376K 0.27%
2,718
-194
107
$372K 0.26%
4,108
-308
108
$372K 0.26%
3,678
-382
109
$363K 0.26%
2,421
-113
110
$362K 0.26%
5,656
-194
111
$333K 0.24%
7,232
-803
112
$328K 0.23%
8,968
-593
113
$327K 0.23%
+4,992
114
$326K 0.23%
3,735
-225
115
$320K 0.23%
19,900
116
$319K 0.23%
9,078
-774
117
$314K 0.22%
6,272
-2,765
118
$308K 0.22%
3,399
-271
119
$304K 0.22%
2,299
-237
120
$304K 0.22%
1,210
121
$299K 0.21%
5,720
-700
122
$298K 0.21%
1,461
123
$295K 0.21%
9,779
-125
124
$282K 0.2%
3,842
-168
125
$281K 0.2%
8,194
-3,397