StockDriftsStockDriftsTop 4 Afs Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 35.92% | 8.9K | $414K | -57.04%(-11.76K) | — | 2024-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 23.77% | 1.4K | $274K | +0.51%(+7) | — | 2024-09-30 | |
| TFLO | ISHARES TR | 20.51% | 4.7K | $236K | -75.66%(-14.53K) | — | 2024-09-30 | |
| AOR | ISHARES TR | 19.79% | 3.9K | $228K | +0.00%(+0) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Afs Financial Group, Llc reports $1.15M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are FBND (35.9%), VIG (23.8%) and TFLO (20.5%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Afs Financial Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1879345). View Afs Financial Group, Llc’s 13F filings on SEC