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
201
$186K 0.08%
1,497
+245
202
$185K 0.08%
6,081
-2,725
203
$183K 0.08%
1,283
-166
204
$183K 0.08%
531
+474
205
$178K 0.07%
13,933
+3,369
206
$171K 0.07%
765
+153
207
$169K 0.07%
2,168
-176
208
$167K 0.07%
2,042
-4,102
209
$166K 0.07%
890
210
$164K 0.07%
1,500
-946
211
$163K 0.07%
6,740
-125
212
$161K 0.07%
+5,580
213
$161K 0.07%
3,519
-160
214
$159K 0.07%
2,241
-5,031
215
$157K 0.07%
2,257
-79
216
$157K 0.07%
1,894
+16
217
$156K 0.07%
9,438
-604
218
$155K 0.07%
1,856
-5,534
219
$155K 0.07%
2,841
-1,010
220
$153K 0.06%
810
+222
221
$150K 0.06%
7,490
-11,415
222
$150K 0.06%
3,750
-995
223
$149K 0.06%
1,782
-330
224
$148K 0.06%
1,986
-1,831
225
$145K 0.06%
2,066
-411
7 8
9
10 11