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
1
$10.5M 4.4%
207,364
+28,030
2
$4.95M 2.08%
49,245
+5,952
3
$4.61M 1.93%
121,023
+2,549
4
$4.57M 1.92%
26,248
-7,437
5
$4.51M 1.89%
303,719
+34,973
6
$4.14M 1.74%
97,832
-7,644
7
$4.03M 1.69%
57,507
+6,093
8
$3.09M 1.3%
48,272
+4,577
9
$3.02M 1.27%
36,557
+902
10
$3M 1.26%
46,764
+4,284
11
$2.97M 1.25%
37,016
+6,337
12
$2.96M 1.24%
31,476
+7,384
13
$2.8M 1.17%
51,865
-3,076
14
$2.7M 1.13%
26,142
+555
15
$2.65M 1.11%
79,534
+14,346
16
$2.64M 1.11%
105,638
+8,019
17
$2.57M 1.08%
55,625
-205
18
$2.55M 1.07%
55,580
+12,200
19
$2.49M 1.04%
47,156
+674
20
$2.44M 1.02%
17,848
+92
21
$2.43M 1.02%
72,193
+334
22
$2.31M 0.97%
91,216
+135
23
$2.29M 0.96%
26,826
-1,298
24
$2.26M 0.95%
31,652
-2,352
25
$2.15M 0.9%
12,201
+492
1
2 3 4 5