AFG

American Financial Group Portfolio holdings

AUM $267M
1-Year Est. Return 7.67%
This Quarter Est. Return
1 Year Est. Return
+7.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$11.2M
3 +$10.6M
4
WELL icon
Welltower
WELL
+$9.08M
5
URI icon
United Rentals
URI
+$8.75M

Top Sells

1 +$36.9M
2 +$6.48M
3 +$5.24M
4
GILD icon
Gilead Sciences
GILD
+$1.5M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

1 Communication Services 17.35%
2 Financials 17.2%
3 Industrials 10.03%
4 Real Estate 8.25%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-25,825
127
-10,000
128
-90,000
129
-27,642