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
$190K
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Healthcare 6.52%
3 Financials 5.24%
4 Industrials 5.2%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.3K 6.43%
308
-22,721
2
$11.4K 5.93%
704
-206,660
3
$8.26K 4.31%
+564
4
$7.29K 3.8%
+362
5
$6.32K 3.3%
+268
6
$4.9K 2.56%
292
-25,956
7
$4.75K 2.48%
+181
8
$3.9K 2.04%
844
-96,988
9
$3.72K 1.94%
732
-30,744
10
$3.44K 1.8%
156
-7,623
11
$2.85K 1.49%
176
-1,486
12
$2.68K 1.4%
+204
13
$2.41K 1.26%
+87
14
$2.4K 1.25%
235
-69,678
15
$2.38K 1.24%
308
-5,863
16
$2.36K 1.23%
157
-26,669
17
$2.25K 1.18%
416
-79,118
18
$2.21K 1.15%
157
-25,985
19
$2.17K 1.13%
267
-55,313
20
$2.14K 1.12%
298
-6,397
21
$1.85K 0.97%
+80
22
$1.81K 0.95%
187
-5,317
23
$1.8K 0.94%
212
-3,627
24
$1.78K 0.93%
7,840
-207,320
25
$1.62K 0.85%
58
-12,046