AFM

Andesa Financial Management Portfolio holdings

AUM $195M
1-Year Est. Return 2.34%
This Quarter Est. Return
1 Year Est. Return
-2.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$770K
3
+$711K
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$572K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$551K

Top Sells

1
+$5.05M
2
+$3.86M
3
+$3.79M
4
ABBV icon
AbbVie
ABBV
+$3.67M
5
CVX icon
Chevron
CVX
+$3.23M

Sector Composition

1 Technology 19.43%
2 Financials 15.7%
3 Healthcare 11.11%
4 Industrials 9.53%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
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