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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 $141,678,104
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 370,313 $29,574,247 20.87%
2.
Pimco Etf Trust
 119,497 $12,009,483 8.47%
3.
Ishares Trust
 IEF 107,928 $6,899,837 4.87%
4.
Amazon Com Inc
 AMZN 30,385 $6,786,490 4.79%
5.
Invesco Qqq Tr
 11,878 $6,137,363 4.33%
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)