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AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Portfolio holdings

AUM $302M
1-Year Est. Return 2.76%
This Fund
S&P 500
This Quarter Est. Return
+4.6%
1 Year Est. Return
-2.76%
3 Year Est. Return
+5.11%
5 Year Est. Return
+11.93%
10 Year Est. Return
+81.48%
AUM
$225M
AUM Growth
+$11.9M
Cap. Flow
+$2.07M
Cap. Flow %
0.92%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

1
AFG icon
American Financial Group
AFG
+$2.07M

Top Sells

No sells this quarter

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFG icon
1
American Financial Group
AFG
$11.7B
$225M 100%
3,115,955
+28,716
+0.9% +$2.07M

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