AFM

Andesa Financial Management Portfolio holdings

AUM $195M
1-Year Est. Return 2.34%
This Fund
S&P 500
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 Sells

1 +$4.79M
2 +$3.97M
3 +$3.8M
4
AAPL icon
Apple
AAPL
+$3.73M
5
CCL icon
Carnival Corp
CCL
+$3.31M

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
in Stake
Capital Flow
151
-4,682
152
-18,638