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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
7434⤦Proshares Tr
Recent Activity
Exited
0%
$1.158M
107,536 shares@ $10.78 avg price
EWZIshares Inc
Recent Activity
Exited
0%
$998,676
35,264 shares@ $28.32 avg price
EDVVanguard World Fd
Recent Activity
Exited
0%
$817,410
11,000 shares@ $74.31 avg price
TIPXSpdr Ser Tr
Recent Activity
Exited
0%
$665,975
35,349 shares@ $18.84 avg price
ENPHEnphase Energy Inc
Recent Activity
Exited
0%
$271,912
2,693 shares@ $100.97 avg price
AGGIshares Tr
Recent Activity
Exited
0%
$258,501
2,598 shares@ $99.5 avg price
PLDPrologis Inc.
Recent Activity
Exited
0%
$240,480
2,000 shares@ $120.24 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$239,650
2,500 shares@ $95.86 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$217,000
1,534 shares@ $141.47 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$215,850
2,500 shares@ $86.34 avg price