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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
+15.46%
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
$351M
AUM Growth
+$28.6M
Cap. Flow
-$19.3M
Cap. Flow %
-5.5%
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
+$19.3M

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
$351M 100%
2,407,589
-145,406
-6% -$19.3M

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