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Afs Financial Group, Llc

Portfolio Manager
Afs Financial Group, Llc
Performance
0% (N/A)
AUM (13F)
$1.15M
# of Holdings
4
Performance Rank
N/A
Allocation (Top 20)
N/A

Afs Financial Group, Llc Holdings Map

Top 4 Afs Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FBND
FIDELITY MERRIMACK STR TR
35.92%8.9K$414K
-57.04%(-11.76K)
2023-Q3: 15.0K shares2023-Q4: 415.0K shares2024-Q1: 91.0K shares2024-Q2: 20.6K shares2024-Q3: 8.9K shares2024-09-30
VIG
VANGUARD SPECIALIZED FUNDS
23.77%1.4K$274K
+0.51%(+7)
2023-Q3: 4.5K shares2023-Q4: 3.6K shares2024-Q1: 2.2K shares2024-Q2: 1.4K shares2024-Q3: 1.4K shares2024-09-30
TFLO
ISHARES TR
20.51%4.7K$236K
-75.66%(-14.53K)
2024-Q1: 19.2K shares2024-Q3: 4.7K shares2024-09-30
AOR
ISHARES TR
19.79%3.9K$228K
+0.00%(+0)
2023-Q3: 6.1K shares2023-Q4: 4.1K shares2024-Q1: 3.9K shares2024-Q2: 3.9K shares2024-Q3: 3.9K shares2024-09-30

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