AFG

American Financial Group Portfolio holdings

AUM $276M
1-Year Est. Return 11.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
-$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$8.45M
2 +$888K
3 +$384K
4
OKE icon
Oneok
OKE
+$293K
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$291K

Top Sells

1 +$44.2M
2 +$33M
3 +$26M
4
GM icon
General Motors
GM
+$14.6M
5
AAPL icon
Apple
AAPL
+$14.5M

Sector Composition

1 Financials 20.52%
2 Communication Services 18.81%
3 Real Estate 10.39%
4 Energy 9.07%
5 Healthcare 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,000
127
-1,298,991