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
$186M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.2M
3
+$9.18M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$6.43M
5
AMGN icon
Amgen
AMGN
+$5.77M

Top Sells

1
+$271
2
+$226
3
+$205
4
PAA icon
Plains All American Pipeline
PAA
+$200

Sector Composition

1 Technology 8.56%
2 Healthcare 7.48%
3 Financials 5.65%
4 Industrials 5.15%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 6.48%
206,543
+206,237
2
$10.3M 5.43%
201,364
+200,837
3
$9.21M 4.87%
170,789
+170,104
4
$6.46M 3.41%
136,417
+135,888
5
$5.83M 3.08%
28,123
+27,842
6
$5.04M 2.66%
89,312
+88,500
7
$3.97M 2.1%
36,522
+35,806
8
$3.31M 1.75%
16,344
+16,169
9
$2.75M 1.45%
13,267
+12,963
10
$2.72M 1.44%
23,762
+23,614
11
$2.57M 1.36%
21,571
+21,421
12
$2.45M 1.29%
32,292
+31,999
13
$2.44M 1.29%
97,200
+97,000
14
$2.31M 1.22%
63,752
+63,354
15
$2.2M 1.16%
79,607
+79,373
16
$2.16M 1.14%
307,960
+300,320
17
$2.1M 1.11%
34,895
+34,816
18
$1.89M 1%
11,605
+11,429
19
$1.81M 0.96%
21,798
+21,678
20
$1.78M 0.94%
5,136
+4,933
21
$1.75M 0.93%
42,295
+42,022
22
$1.73M 0.91%
30,119
+30,016
23
$1.71M 0.91%
41,395
+41,274
24
$1.7M 0.9%
6,376
+6,260
25
$1.7M 0.9%
34,313
+34,209
1
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