test

Brian Kenney

@Afg Fiduciary Services Limited Partnership

Latest period2024 - Q4ReportedManaged Assets$141.678MTotal holdings73
Assets growth rate-4.59%Assets growth rate (2-Q avg)-0.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Afg Fiduciary Services Limited Partnership's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Afg Fiduciary Services Limited Partnership over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 141.678M in assets, with a quarterly growth rate of -4.59% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Brian Kenney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
Decreased -1.05%
4.88%
$6.9M
107,928 shares@ $63.93 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -5.56%
4.8%
$6.786M
30,385 shares@ $223.36 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.62%
4.34%
$6.137M
11,878 shares@ $516.71 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -24.87%
3.26%
$4.613M
18,534 shares@ $248.89 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -5.47%
2.8%
$3.954M
17,020 shares@ $232.3 avg price
TLTIshares Tr
Recent Activity
Decreased -77.71%
2.71%
$3.835M
44,198 shares@ $86.76 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Decreased -0.39%
2.04%
$2.877M
55,205 shares@ $52.13 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -9.36%
1.8%
$2.548M
40,056 shares@ $63.61 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.7%
1.42%
$2.001M
41,540 shares@ $48.17 avg price
IVEIshares Tr
Recent Activity
Decreased -0.75%
1.3%
$1.833M
9,513 shares@ $192.7 avg price