AFA Financial, Inc.       

    Investment Managers and Advisors

P.O. Box 33189
North Royalton, OH 44133
ph: 440-838-0800 / 800-837-1907
fax: 440-838-5255

Performance As Of 2/28/2010

 

 

YTD

1 YR

3 YR

5 YR

AFA Total Performance

0.0%

29.2%

(3.9)%

6.5%

S & P 500**

(1.0)

50.0

(2.2)

(1.2)

 

 

 

 

 

Majority Holdings as of 2/28/2010

 

 

Stock

% of Portfolio

 

 

Industry

%

Bard, C. R.

3.7%

 

Petroleum

6.6%

Intel

3.6

 

Computers

5.9

Buckeye partners

3.2

 

Pharmaceuticals

5.2

Merck

3.0

 

Medical Supplies

3.7

TEVA Pharm

2.8

 

Drugs

3.3

 

 

 

 

 

Stocks

68.5%

 

 

 

Fixed Income

  0.0

 

 

 

Cash or Cash Equivalent

31.5

 

 

 

 

100%

 

 

 

 

 

 

 

 

 

 

                                            

The Standard and Poor's 500 Index is an unmanaged index of a cross-section of U.S. equity market componenents.  As such, the reported performance of the Index does not include any management fees or brokerage commissions.

  • Market Coverage - Approximately 75% of the U.S. equities market
  • Weighting - Market Capitalization
  • Market Capitalization - Minimum of US$ 5 billion
  • Reconstitution - As needed basis

                                                                                            

P.O. Box 33189
North Royalton, OH 44133
ph: 440-838-0800 / 800-837-1907
fax: 440-838-5255