We are live on ! Find out more
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
51
$1.07M 0.53%
12,029
-292
52
$1.06M 0.53%
44,917
-387
53
$1.06M 0.53%
4,150
-3,000
54
$992K 0.5%
4,517
55
$887K 0.44%
17,305
-1,171
56
$828K 0.41%
3,541
-395
57
$827K 0.41%
2,688
58
$724K 0.36%
13,367
-570
59
$720K 0.36%
1,620
-21
60
$714K 0.36%
21,232
-169
61
$705K 0.35%
15,250
+354
62
$695K 0.35%
7,305
+66
63
$678K 0.34%
8,478
-336
64
$633K 0.32%
4,881
65
$572K 0.29%
7,484
-1,269
66
$536K 0.27%
8,579
67
$518K 0.26%
5,406
68
$509K 0.25%
982
-240
69
$487K 0.24%
4,074
-417
70
$469K 0.23%
1,843
-17
71
$460K 0.23%
9,627
-28
72
$389K 0.19%
5,865
73
$381K 0.19%
16,152
+1,387
74
$377K 0.19%
2,644
-141
75
$367K 0.18%
11,488
-592
1 2
3
4