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
151
$390K 0.16%
2,078
+107
152
$385K 0.16%
2,070
-548
153
$385K 0.16%
2,590
-813
154
$362K 0.15%
11,790
-720
155
$356K 0.15%
6,760
+520
156
$351K 0.15%
9,316
-2,228
157
$351K 0.15%
4,300
-645
158
$343K 0.14%
4,729
-1,364
159
$340K 0.14%
1,976
-1,207
160
$336K 0.14%
5,687
-1,180
161
$334K 0.14%
8,548
-508
162
$332K 0.14%
5,207
-2,218
163
$326K 0.14%
6,920
-9,063
164
$323K 0.14%
7,146
-1,104
165
$321K 0.13%
3,253
-1,319
166
$319K 0.13%
17,061
-3,049
167
$312K 0.13%
2,134
-632
168
$304K 0.13%
7,145
-1,345
169
$301K 0.13%
1,932
-48
170
$297K 0.12%
4,498
-876
171
$294K 0.12%
4,554
-1,275
172
$293K 0.12%
13,200
-2,250
173
$281K 0.12%
+1,230
174
$274K 0.12%
1,662
+694
175
$271K 0.11%
2,447
-2,275
5 6
7
8 9