AFTS
American Financial & Tax Strategies Portfolio holdings
AUM
$194M
This Quarter Return
+8.71%
1 Year Return
+10.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
–
Cap. Flow
+$175M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.38%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Consumer Staples | 1.5% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Materials | 0.35% |
| 5 | Energy | 0.23% |
