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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
MO icon
51
Altria Group
MO
$115B
$1.09M 0.53%
16,447
AAPL icon
52
Apple
AAPL
$4.38T
$1.05M 0.51%
4,150
HAUZ icon
53
Xtrackers International Real Estate ETF
HAUZ
$1B
$992K 0.48%
43,907
-869
IVOV icon
54
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.31B
$942K 0.46%
9,236
-183
AMZN icon
55
Amazon
AMZN
$2.63T
$941K 0.46%
4,517
IAGG icon
56
iShares Core International Aggregate Bond Fund
IAGG
$11B
$869K 0.42%
17,368
-188
VTWG icon
57
Vanguard Russell 2000 Growth ETF
VTWG
$1.5B
$798K 0.39%
3,484
-27
HYMB icon
58
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.98B
$756K 0.37%
30,469
IDHQ icon
59
Invesco S&P International Developed Quality ETF
IDHQ
$894M
$734K 0.36%
20,761
-38
VMC icon
60
Vulcan Materials
VMC
$39.3B
$732K 0.36%
2,688
VWO icon
61
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$705K 0.34%
13,035
-11
CEMB icon
62
iShares JPMorgan EM Corporate Bond ETF
CEMB
$437M
$700K 0.34%
15,462
+64
EMB icon
63
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$680K 0.33%
7,244
IJJ icon
64
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.58B
$647K 0.31%
4,881
GDX icon
65
VanEck Gold Miners ETF
GDX
$25.1B
$646K 0.31%
7,034
-450
TSLA icon
66
Tesla
TSLA
$1.5T
$602K 0.29%
1,620
VUG icon
67
Vanguard Growth ETF
VUG
$225B
$597K 0.29%
8,196
IJK icon
68
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$544K 0.26%
5,406
SUSC icon
69
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
$542K 0.26%
23,440
+358
NULV icon
70
Nuveen ESG Large-Cap Value ETF
NULV
$2.08B
$518K 0.25%
11,389
-11
MUNY
71
Vanguard New York Tax-Exempt Bond ETF
MUNY
$412M
$512K 0.25%
5,000
IVOG icon
72
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.67B
$508K 0.25%
4,066
-8
MDLZ icon
73
Mondelez International
MDLZ
$77.2B
$494K 0.24%
8,579
VB icon
74
Vanguard Small-Cap ETF
VB
$79.6B
$470K 0.23%
1,796
KO icon
75
Coca-Cola
KO
$342B
$446K 0.22%
5,865
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3
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