AFG
American Financial Group Portfolio holdings
AUM
$267M
This Quarter Return
+4.7%
1 Year Return
+7.67%
3 Year Return
+23.05%
5 Year Return
+59.41%
10 Year Return
+84.94%
AUM
$266M
AUM Growth
+$266M
(-2.1%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-5.08%
Top 10 Holdings %
Top 10 Hldgs %
56.92%
Holding
75
New
–
Increased
4
Reduced
2
Closed
4
Top Buys
| 1 |
Kinetik
KNTK
|
$19.9K |
| 2 |
Hess Midstream
HESM
|
$18.1K |
| 3 |
CrossAmerica Partners
CAPL
|
$11.4K |
| 4 |
Alliance Resource Partners
ARLP
|
$10K |
Top Sells
| 1 |
American Eagle Outfitters
AEO
|
$5.71M |
| 2 |
American Woodmark
AMWD
|
$2.89M |
| 3 |
LifeMD
LFMD
|
$2.82M |
| 4 |
DigitalBridge
DBRG
|
$1.12M |
| 5 |
Potbelly
PBPB
|
$1.04M |
Sector Composition
| 1 | Communication Services | 25.91% |
| 2 | Energy | 21.49% |
| 3 | Financials | 14.33% |
| 4 | Consumer Staples | 9.33% |
| 5 | Consumer Discretionary | 4.42% |
