AFG

American Financial Group Portfolio holdings

AUM $259M
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$774M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$8.23M
3
+$5.77M
4
CURI icon
CuriosityStream
CURI
+$4.18M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$228K

Top Sells

1
+$31.7M
2
+$24.7M
3
+$21.2M
4
IVZ icon
Invesco
IVZ
+$17.4M
5
SSP icon
E.W. Scripps
SSP
+$17M

Sector Composition

1 Communication Services 15.49%
2 Financials 12.67%
3 Industrials 8.61%
4 Real Estate 8.1%
5 Energy 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$106K 0.01%
20,000
102
– –
-100,000
103
– –
-34,101
104
– –
-1,100,624
105
– –
-165,000
106
– –
-118,440
107
– –
-30,000
108
– –
-76,048
109
– –
-46,825
110
– –
-17,232
111
– –
-100,000
1 2 3 4
5