AFTS
American Financial & Tax Strategies Portfolio holdings
AUM
$194M
This Quarter Return
+6.41%
1 Year Return
+10.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+3.9%)
Cap. Flow
-$4.24M
Cap. Flow
% of AUM
-2.15%
Top 10 Holdings %
Top 10 Hldgs %
37.98%
Holding
93
New
–
Increased
27
Reduced
52
Closed
1
Top Buys
Top Sells
| 1 |
QHY
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
|
$4.52M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$426K |
| 3 |
Apple
AAPL
|
$237K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$140K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$138K |
Sector Composition
| 1 | Technology | 1.77% |
| 2 | Consumer Staples | 1.59% |
| 3 | Consumer Discretionary | 0.62% |
| 4 | Materials | 0.34% |
| 5 | Energy | 0.24% |
