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
176
$260K 0.11%
6,257
+549
177
$258K 0.11%
4,349
-535
178
$253K 0.11%
13,190
+1,110
179
$252K 0.11%
3,428
+489
180
$250K 0.1%
6,246
-3,445
181
$249K 0.1%
8,228
-2,254
182
$247K 0.1%
1,595
183
$246K 0.1%
1,605
184
$241K 0.1%
1,154
+106
185
$236K 0.1%
2,700
-1,534
186
$232K 0.1%
5,668
-792
187
$231K 0.1%
3,874
+700
188
$221K 0.09%
2,021
-100
189
$221K 0.09%
10,665
+1,575
190
$216K 0.09%
18,439
+3,850
191
$214K 0.09%
4,472
-2,708
192
$214K 0.09%
2,096
+567
193
$208K 0.09%
1,376
-627
194
$205K 0.09%
2,062
+242
195
$203K 0.09%
1,853
+331
196
$193K 0.08%
2,306
-20
197
$188K 0.08%
4,280
198
$188K 0.08%
3,363
+25
199
$187K 0.08%
918
+309
200
$187K 0.08%
11,710
-6,352
6 7
8
9 10