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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
$200M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$433K
3
+$350K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$347K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$335K

Top Sells

1
+$697K
2
+$678K
3
+$665K
4
PZT icon
Invesco New York AMT-Free Municipal Bond ETF
PZT
+$643K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$505K

Sector Composition

1 Consumer Staples 1.62%
2 Technology 1.62%
3 Consumer Discretionary 0.85%
4 Energy 0.65%
5 Materials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.47%
122,413
+6,470
27
$2.79M 1.39%
62,952
-914
28
$2.75M 1.37%
127,795
-2,755
29
$2.39M 1.2%
31,216
-410
30
$2.3M 1.15%
29,202
-204
31
$2.25M 1.12%
15,882
-119
32
$2.24M 1.12%
32,971
-985
33
$2.04M 1.02%
21,640
-234
34
$2.04M 1.02%
21,408
-234
35
$1.97M 0.98%
45,074
+1,359
36
$1.81M 0.9%
81,209
-29,746
37
$1.7M 0.85%
37,314
-632
38
$1.62M 0.81%
17,688
-408
39
$1.56M 0.78%
13,284
-712
40
$1.44M 0.72%
32,200
-1,118
41
$1.44M 0.72%
20,980
+12,586
42
$1.43M 0.71%
15,631
-591
43
$1.36M 0.68%
35,631
-280
44
$1.35M 0.67%
28,786
-253
45
$1.32M 0.66%
13,050
-441
46
$1.3M 0.65%
11,558
-6
47
$1.24M 0.62%
7,647
48
$1.2M 0.6%
10,795
-307
49
$1.15M 0.58%
13,830
-262
50
$1.09M 0.54%
16,447
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