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AFTS

American Financial & Tax Strategies Portfolio holdings

AUM $206M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$189K
3
+$41.9K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$33.6K
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$8.37K

Top Sells

1
+$243K
2
+$233K
3
+$173K
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$172K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$138K

Sector Composition

1 Consumer Staples 1.6%
2 Technology 1.52%
3 Energy 0.95%
4 Consumer Discretionary 0.75%
5 Materials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
26
Vanguard Mid-Cap Growth ETF
VOT
$19.7B
$2.89M 1.41%
11,241
-258
AGGY icon
27
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$876M
$2.77M 1.35%
63,859
-325
FLBL icon
28
Franklin Senior Loan ETF
FLBL
$847M
$2.77M 1.35%
120,519
-2,702
EFG icon
29
iShares MSCI EAFE Growth ETF
EFG
$16.8B
$2.62M 1.27%
23,532
-74
SLYG icon
30
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.95B
$2.17M 1.05%
22,441
-210
BSV icon
31
Vanguard Short-Term Bond ETF
BSV
$45.1B
$2.16M 1.05%
27,606
-1,088
SCZ icon
32
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.3B
$2.11M 1.03%
26,959
-257
EFV icon
33
iShares MSCI EAFE Value ETF
EFV
$24.3B
$2.08M 1.01%
28,002
-325
CALF icon
34
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.43B
$2.03M 0.99%
45,221
-707
IJT icon
35
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.87B
$1.98M 0.96%
13,686
-210
XOM icon
36
Exxon Mobil
XOM
$571B
$1.96M 0.95%
11,558
VIOV icon
37
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.82B
$1.82M 0.88%
17,848
SCHC icon
38
Schwab International Small-Cap Equity ETF
SCHC
$5.43B
$1.72M 0.83%
36,719
-1,195
PZT icon
39
Invesco New York AMT-Free Municipal Bond ETF
PZT
$137M
$1.69M 0.82%
76,674
-99
MDYG icon
40
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.87B
$1.68M 0.81%
17,469
-139
XLB icon
41
State Street Materials Select Sector SPDR ETF
XLB
$8B
$1.54M 0.75%
30,728
-1,289
CSCO icon
42
Cisco
CSCO
$471B
$1.49M 0.72%
19,140
-840
BAR icon
43
GraniteShares Gold Shares
BAR
$1.42B
$1.44M 0.7%
31,231
-1,447
SPEM icon
44
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$1.33M 0.65%
28,392
PM icon
45
Philip Morris
PM
$278B
$1.26M 0.61%
7,647
MDYV icon
46
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.63B
$1.26M 0.61%
14,783
-183
VNQ icon
47
Vanguard Real Estate ETF
VNQ
$37B
$1.22M 0.59%
13,701
-822
LQD icon
48
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$1.17M 0.57%
10,702
-87
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$127B
$1.16M 0.56%
10,852
-444
SLYV icon
50
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.75B
$1.12M 0.55%
11,890
-167
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