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AFTS
American Financial & Tax Strategies Portfolio holdings
AUM
$206M
1-Year Est. Return
14.5%
This Fund
S&P 500
1 Year Est. Return
+14.5%
AUM
$200M
AUM Growth
+$6.83M
(+3.5%)
Holding
94
Top Buys
| 1 | +$858K | |
| 2 | +$433K | |
| 3 | +$350K | |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$347K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$335K |
Top Sells
| 1 | +$697K | |
| 2 | +$678K | |
| 3 | +$665K | |
| 4 |
Invesco New York AMT-Free Municipal Bond ETF
PZT
|
+$643K |
| 5 |
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% |