Long-term investor
Afg Fiduciary Services Limited Partnership @afgfiduciaryserviceslimi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907820).
Record
- Tracked since 2025-06-30 (441 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +4.6% · all +4.6%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 17.2% · long · since 2025-06-30
- PULS · 10.5% · long · since 2025-06-30
- MINT · 7.9% · long · since 2025-06-30
- IJR · 4.9% · long · since 2025-06-30
- AMD · 4.2% · long · since 2025-06-30
- GLD · 3.8% · long · since 2025-06-30
- XLK · 3.4% · long · since 2025-06-30
- IJH · 3.1% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- BINC · 3.0% · long · since 2025-06-30
- PSQ · 2.6% · long · since 2025-06-30
- SH · 2.4% · long · since 2025-06-30