AFS

AFG Fiduciary Services Portfolio holdings

AUM $172M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.3%
2 Consumer Discretionary 3.44%
3 Financials 0.89%
4 Communication Services 0.57%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.15%
+401
77
$75K 0.05%
+2,150