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Home > Institutional Investor > Afg Fiduciary Services Limited Partnership > Profile

Instuitional Investor - Afg Fiduciary Services Limited Partnership

Fund Profile
Filing Period:
Fund Name: Afg Fiduciary Services Limited Partnership
Portfolio Value $136,585,518
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 392,786 $27,252,122 19.95%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 186,764 $9,229,877 6.76%
3.
Pimco Etf Trust
 90,254 $9,049,724 6.63%
4.
Invesco Qqq Tr
 15,378 $7,166,148 5.25%
5.
Ishares Trust
 IEF 68,265 $6,066,711 4.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)