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
126
$530K 0.22%
22,159
+4,394
127
$525K 0.22%
3,373
-25
128
$517K 0.22%
26,560
+5,135
129
$515K 0.22%
22,367
-5,056
130
$515K 0.22%
4,879
-451
131
$514K 0.22%
8,081
-1,888
132
$497K 0.21%
9,943
-6,505
133
$484K 0.2%
6,695
-3,105
134
$477K 0.2%
9,908
135
$476K 0.2%
6,464
+239
136
$452K 0.19%
5,284
-373
137
$450K 0.19%
9,554
-3,025
138
$447K 0.19%
8,477
+1,580
139
$444K 0.19%
7,453
-46
140
$442K 0.19%
11,296
+1,714
141
$441K 0.19%
1,653
+257
142
$440K 0.18%
3,278
+308
143
$435K 0.18%
7,582
+949
144
$431K 0.18%
16,693
145
$430K 0.18%
8,942
-4,326
146
$420K 0.18%
7,922
-3,502
147
$411K 0.17%
4,700
-31
148
$406K 0.17%
6,336
-2,309
149
$399K 0.17%
2,905
-99
150
$392K 0.16%
3,221
-1,965
4 5
6
7 8