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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 $123,020,448
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 61,638 $29,253,529 23.77%
2.
Ishares Trust
 IEF 79,320 $7,713,077 6.26%
3.
Ishares Trust
 IEF 22,550 $6,176,220 5.02%
4.
Invesco Qqq Tr
 14,450 $5,851,528 4.75%
5.
Amazon Com Inc
 AMZN 34,110 $5,085,801 4.13%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)