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Home > Institutional Investor > American Financial & Tax Strategies Inc > Profile

Instuitional Investor - American Financial & Tax Strategies Inc

Fund Profile
Filing Period:
Fund Name: American Financial & Tax Strategies Inc
Portfolio Value $221,347,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 243,709 $11,985,630 5.41%
2.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 233,668 $11,316,541 5.11%
3.
Vanguard Scottsdale Funds
 VCIT 75,660 $9,670,105 4.37%
4.
Spdr Series Trust
 KRE 137,525 $8,360,166 3.78%
5.
Vanguard World Fd
 84,573 $7,434,768 3.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.