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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
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -7.62%
1.02%
$1.438M
6,326 shares@ $227.28 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -0.3%
0.94%
$1.321M
16,740 shares@ $78.9 avg price
NETCloudflare Inc
Recent Activity
Decreased -19.86%
0.81%
$1.146M
10,010 shares@ $114.49 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.14%
0.77%
$1.083M
9,711 shares@ $111.52 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -0.69%
0.74%
$1.038M
13,514 shares@ $76.79 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -1.42%
0.67%
$946,527
14,748 shares@ $64.19 avg price
SOXXIshares Tr
Recent Activity
Decreased -5.76%
0.62%
$876,099
3,925 shares@ $223.21 avg price
EEMIshares Tr
Recent Activity
Decreased -1.68%
0.6%
$840,799
20,110 shares@ $41.81 avg price
EPPIshares Inc
Recent Activity
Decreased -1.39%
0.59%
$828,992
18,798 shares@ $44.11 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -4.38%
0.55%
$768,639
2,617 shares@ $293.71 avg price