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
$1.16B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$27.1M
3
+$7.33M
4
FRG
Franchise Group, Inc.
FRG
+$4.38M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.85M

Top Sells

1
+$24.4M
2
+$23.4M
3
+$13.8M
4
CASH icon
Pathward Financial
CASH
+$12.2M
5
PVH icon
PVH
PVH
+$11.9M

Sector Composition

1 Communication Services 19.18%
2 Financials 18.86%
3 Real Estate 12.65%
4 Consumer Discretionary 8.32%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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