Brian Kenney

@Afg Fiduciary Services Limited Partnership

Latest period2024 - Q4

Reported1d ago

Managed Assets$141.678M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VWOVanguard Intl Equity Index F Recent Activity Increased 9.59%	0.8%	$1.119M 25,758 shares@ $43.47 avg price	Increased 9.59%
MUBIshares Tr Recent Activity Increased 0.75%	0.67%	$941,365 8,887 shares@ $105.93 avg price	Increased 0.75%
TACKCapitol Ser Tr Recent Activity Increased 0.08%	0.48%	$672,216 24,413 shares@ $27.54 avg price	Increased 0.08%
4609⤦Invesco Qqq Tr Recent Activity Increased 33.34%	0.44%	$620,040↓ Put 1,200 shares@ $516.7 avg price	Increased 33.34%
AIRRFirst Tr Exchange-traded Fd Recent Activity Increased 115.14%	0.44%	$614,270 7,562 shares@ $81.24 avg price	Increased 115.14%
KWEBKraneshares Trust Recent Activity Increased 18.74%	0.35%	$483,714 16,919 shares@ $28.59 avg price	Increased 18.74%
MSFTMicrosoft Corp Recent Activity Increased 3.33%	0.3%	$423,752 994 shares@ $426.31 avg price	Increased 3.33%
URAGlobal X Fds Recent Activity Increased 5.35%	0.27%	$371,865 13,449 shares@ $27.66 avg price	Increased 5.35%
PFFIshares Tr Recent Activity Increased 2.83%	0.24%	$333,114 10,505 shares@ $31.72 avg price	Increased 2.83%
CIBRFirst Tr Exchange Traded Fd Recent Activity Increased 0.09%	0.23%	$317,644 4,913 shares@ $64.66 avg price	Increased 0.09%