AFG
Allegheny Financial Group Portfolio holdings
AUM
$450M
1-Year Return
16.05%
This Quarter Return
+14.06%
1 Year Return
+16.05%
3 Year Return
+75.17%
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
54.5%
Holding
130
New
129
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ANSS
Ansys
ANSS
|
$21.1M |
| 2 |
Erie Indemnity
ERIE
|
$20.1M |
| 3 |
NVR
NVR
|
$14M |
| 4 |
RH
RH
|
$10.2M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$9.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.11% |
| 2 | Financials | 16.97% |
| 3 | Consumer Discretionary | 14.58% |
| 4 | Healthcare | 6.49% |
| 5 | Materials | 5.24% |
