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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 $171,053,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 481,472 $30,455,728 17.8%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 255,779 $12,671,292 7.41%
3.
Pimco Etf Trust
 97,141 $9,750,988 5.7%
4.
Ishares Trust
 IEF 87,125 $7,549,381 4.41%
5.
Ishares Trust
 IEF 103,518 $7,086,865 4.14%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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