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AFA
Antonelli Financial Advisors Portfolio holdings
AUM
$145M
1-Year Est. Return
20.85%
This Fund
S&P 500
1 Year Est. Return
+20.85%
AUM
$145M
AUM Growth
-$7.35M
(-4.8%)
Holding
55
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.78M | |
| 3 | +$1.29M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.27M |
| 5 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
+$1.07M |
Top Sells
| 1 | +$4.14M | |
| 2 | +$3.99M | |
| 3 | +$2.98M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.45M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$698K |
Sector Composition
| 1 | Technology | 11.78% |
| 2 | Communication Services | 6.72% |
| 3 | Financials | 4.5% |
| 4 | Consumer Discretionary | 3.15% |
| 5 | Healthcare | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Express
AXP
$214B
| $247K | 0.17% |
815
|
|
||
52
iShares Core S&P US Growth ETF
IUSG
$30.6B
| $226K | 0.16% |
1,454
|
|
||
53
iShares Core S&P Total US Stock Market ETF
ITOT
$90.1B
| – | – |
-1,395
|
|
||
54
Qualcomm
QCOM
$202B
| – | – |
-1,432
|
|
||
55
UnitedHealth
UNH
$370B
| – | – |
-1,045
|
|