AFS

AFG Fiduciary Services Portfolio holdings

AUM $155M
This Quarter Return
-2.71%
1 Year Return
+11.71%
3 Year Return
+56.08%
5 Year Return
10 Year Return
AUM
$136M
AUM Growth
-$4.35M
Cap. Flow
+$5.97M
Cap. Flow %
4.39%
Top 10 Hldgs %
61.7%
Holding
78
New
7
Increased
31
Reduced
20
Closed
8
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-29,321
Closed
-$178K
-10,281
Closed
-$309K