AFA
Atlanta Financial Associates Portfolio holdings
AUM
$214M
1-Year Est. Return
32.7%
This Fund
S&P 500
1 Year Est. Return
+32.7%
AUM
$214M
AUM Growth
-$368K
(-0.17%)
Holding
78
Top Buys
| 1 | +$49.1K | |
| 2 | +$47.3K | |
| 3 | +$20.1K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$13.9K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$8.55K |
Top Sells
| 1 | +$174K | |
| 2 | +$162K | |
| 3 | +$131K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$32.1K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$8.9K |
Sector Composition
| 1 | Technology | 3.05% |
| 2 | Consumer Discretionary | 2.57% |
| 3 | Healthcare | 1.36% |
| 4 | Communication Services | 1.17% |
| 5 | Consumer Staples | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.2B
| $203K | 0.1% |
3,671
|
|
||
77
iShares S&P 500 Growth ETF
IVW
$61.5B
| $201K | 0.09% |
3,144
|
|
||
78
GE Aerospace
GE
$298B
| $173K | 0.08% |
3,211
|
|