AFG
American Financial Group Portfolio holdings
AUM
$267M
This Quarter Return
+9.04%
1 Year Return
+7.67%
3 Year Return
+23.05%
5 Year Return
+59.41%
10 Year Return
+84.94%
AUM
$299M
AUM Growth
+$8.82M
(+3%)
Cap. Flow
-$44.5M
Cap. Flow
% of AUM
-14.88%
Top 10 Holdings %
Top 10 Hldgs %
48.44%
Holding
96
New
4
Increased
7
Reduced
3
Closed
–
Top Buys
| 1 |
Sinclair Inc
SBGI
|
$2.83M |
| 2 |
Xperi
XPER
|
$1.56M |
| 3 |
AST SpaceMobile
ASTS
|
$1.32M |
| 4 |
Onconetix
ONCO
|
$534K |
| 5 |
Precigen
PGEN
|
$100K |
Top Sells
| 1 |
Adeia
ADEA
|
$11.9M |
| 2 |
Spectrum Brands
SPB
|
$9.75M |
| 3 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$506K |
Sector Composition
| 1 | Communication Services | 27.39% |
| 2 | Consumer Discretionary | 17.33% |
| 3 | Financials | 11.84% |
| 4 | Energy | 9.17% |
| 5 | Industrials | 6.2% |
