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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
NULG icon
76
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$400K 0.19%
4,397
+351
DVY icon
77
iShares Select Dividend ETF
DVY
$22.3B
$387K 0.19%
2,553
VNQI icon
78
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
$385K 0.19%
8,665
-98
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$4.49T
$370K 0.18%
1,285
MSFT icon
80
Microsoft
MSFT
$2.82T
$358K 0.17%
968
-4
IWR icon
81
iShares Russell Mid-Cap ETF
IWR
$55.6B
$350K 0.17%
3,602
EFAX icon
82
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$506M
$345K 0.17%
6,932
IWP icon
83
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$337K 0.16%
2,630
SCHG icon
84
Schwab US Large-Cap Growth ETF
SCHG
$59.2B
$335K 0.16%
11,488
ESGD icon
85
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.6B
$321K 0.16%
3,355
GRNB icon
86
VanEck Green Bond ETF
GRNB
$181M
$315K 0.15%
13,167
VEU icon
87
Vanguard FTSE All-World ex-US ETF
VEU
$67.5B
$309K 0.15%
4,119
ILCV icon
88
iShares Morningstar Value ETF
ILCV
$1.26B
$298K 0.14%
3,200
VO icon
89
Vanguard Mid-Cap ETF
VO
$105B
$290K 0.14%
4,032
-92
ICLN icon
90
iShares Global Clean Energy ETF
ICLN
$3.07B
$287K 0.14%
15,685
+102
SPSM icon
91
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$277K 0.13%
5,724
-19
BRK.B icon
92
Berkshire Hathaway Class B
BRK.B
$1.06T
$261K 0.13%
545
SCHM icon
93
Schwab US Mid-Cap ETF
SCHM
$14.9B
$244K 0.12%
7,884
-154
LRGE icon
94
ClearBridge Large Cap Growth Select ETF
LRGE
$438M
$244K 0.12%
3,245
NVDA icon
95
NVIDIA
NVDA
$5.1T
$225K 0.11%
1,292
GOOG icon
96
Alphabet (Google) Class C
GOOG
$4.48T
$217K 0.11%
755
SPMD icon
97
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$206K 0.1%
3,483
-16
GS icon
98
Goldman Sachs
GS
$323B
– –
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