AFI

American Family Investments Portfolio holdings

AUM $1.83B
1-Year Est. Return 7.67%
This Quarter Est. Return
1 Year Est. Return
+7.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$638M
2
+$163M
3
+$138M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$113M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$73.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$638M 46.44%
+11,918,300
2
$163M 11.89%
+3,544,000
3
$138M 10.05%
+1,727,000
4
$113M 8.22%
+1,462,000
5
$73.6M 5.36%
+666,994
6
$38.5M 2.8%
+751,159
7
$34.4M 2.5%
+670,543
8
$11.4M 0.83%
+119,817
9
$10.1M 0.74%
+284,808