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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 $173,650,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 453,326 $31,674,169 18.24%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 224,313 $11,139,384 6.41%
3.
Pimco Etf Trust
 93,210 $9,351,794 5.39%
4.
Invesco Qqq Tr
 11,755 $7,091,132 4.08%
5.
Ishares Trust
 IEF 105,996 $6,941,678 4%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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