AFG
Allegheny Financial Group Portfolio holdings
AUM
$450M
This Quarter Return
-4.47%
1 Year Return
+16.05%
3 Year Return
+75.17%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(-5.7%)
Cap. Flow
+$5.58M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
45.09%
Holding
170
New
12
Increased
64
Reduced
53
Closed
9
Top Buys
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$572K |
| 2 |
Exxon Mobil
XOM
|
$442K |
| 3 |
S&T Bancorp
STBA
|
$291K |
| 4 |
Lockheed Martin
LMT
|
$268K |
| 5 |
Starbucks
SBUX
|
$265K |
Sector Composition
| 1 | Technology | 16.64% |
| 2 | Financials | 12.7% |
| 3 | Consumer Discretionary | 11.52% |
| 4 | Healthcare | 7.04% |
| 5 | Energy | 5.43% |
