AFA
Aurora Financial Advisors Portfolio holdings
AUM
$140M
This Quarter Return
+4.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.01%
Holding
187
New
187
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.55M |
| 3 |
Apple
AAPL
|
$3.15M |
| 4 |
Johnson & Johnson
JNJ
|
$2.73M |
| 5 |
JPMorgan Chase
JPM
|
$2.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 11.73% |
| 2 | Healthcare | 11.56% |
| 3 | Technology | 9.63% |
| 4 | Consumer Staples | 7.09% |
| 5 | Communication Services | 6.74% |
