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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
+9.41%
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
$350M
AUM Growth
+$18.3M
Cap. Flow
-$12.4M
Cap. Flow %
-3.56%
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
+$12.4M

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
$350M 100%
2,597,558
-96,024
-4% -$12.4M

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