We are live on ! Find out more
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
+1.45%
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
$224M
AUM Growth
-$536K
Cap. Flow
-$3.72M
Cap. Flow %
-1.66%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
AFG icon
American Financial Group
AFG
+$3.72M

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
$224M 100%
2,980,200
-50,377
-2% -$3.72M

Similar funds

WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $302M AUM 36.17% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $302M AUM 16.46% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $302M AUM 9.33% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $303M AUM 27.31% 1-Year Est. Return