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
126
$350K 0.19%
9,904
+9,872
127
$350K 0.19%
10,923
+10,916
128
$347K 0.18%
13,698
+13,656
129
$343K 0.18%
1,461
+1,447
130
$338K 0.18%
8,736
+8,727
131
$319K 0.17%
3,632
+3,622
132
$318K 0.17%
5,216
+5,203
133
$316K 0.17%
1,825
+1,821
134
$315K 0.17%
7,345
+7,314
135
$307K 0.16%
4,814
+4,778
136
$306K 0.16%
3,038
+3,016
137
$302K 0.16%
4,437
+4,404
138
$298K 0.16%
3,812
+3,776
139
$297K 0.16%
9,153
+9,100
140
$295K 0.16%
6,190
+6,163
141
$284K 0.15%
18,258
+18,243
142
$282K 0.15%
2,408
+2,394
143
$282K 0.15%
3,317
+3,284
144
$279K 0.15%
3,379
+3,357
145
$279K 0.15%
4,686
+4,661
146
$278K 0.15%
3,472
+3,456
147
$273K 0.14%
4,010
+3,998
148
$272K 0.14%
13,200
+13,194
149
$272K 0.14%
1,327
+1,317
150
$270K 0.14%
1,211
+1,203