AFAM (Almost Family Inc)

Medical-Outptnt/Home Med, Healthcare-Services, Consumer, Non-cyclical


Portfolios on Covestor holding AFAM - sorted by percentage allocation

The Small Cap Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap value stocks within the US equity market.  The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Covestor Smart Beta

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.08% fee
  • $5,000 min


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Portfolios on Covestor in the same sector - sorted by percentage allocation

Using proprietary computer algorithms, Earning Growth Portfolio buys stocks with the highest upward earning revision and upside earning surprise. Stocks are sold when they have lesser earning revision and earning surprise relative to other growth stocks, and are replaced with stocks of stronger earning revision and earning surprise. This diversified portfolio typically holds at least 50 stocks, is long only, does not use margin, and does not trade leveraged or inverse ETF.

Strategy
Stocks
Sharpe ratio
1.95 365 days
Performance
23.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 min

The US Equity All Cap Undervalued portfolio invests in stocks that are selling for less than their intrinsic value as determined by a conservatively applied discounted cash flow analysis.

Strategy
Stocks

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 1% fee
  • $20,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
1.77 365 days
Performance
23.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.

Strategy
Stocks
Sharpe ratio
2.09 365 days
Performance
25.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $120,000 min

Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.

Strategy
Stocks
Sharpe ratio
1.49 365 days
Performance
20.5% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min




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Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.