AFTS
American Financial & Tax Strategies Portfolio holdings
AUM
$194M
1-Year Return
10.71%
This Quarter Return
+6.57%
1 Year Return
+10.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$7.5M
(+4%)
Cap. Flow
-$3.99M
Cap. Flow
% of AUM
-2.06%
Top 10 Holdings %
Top 10 Hldgs %
38.24%
Holding
91
New
–
Increased
26
Reduced
48
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$797K |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$422K |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$351K |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$324K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$265K |
Top Sells
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Consumer Staples | 1.73% |
| 3 | Consumer Discretionary | 0.78% |
| 4 | Energy | 0.64% |
| 5 | Materials | 0.36% |
