Asset Manager
← All Institutions
American Family Investments, Inc.
Market Value
$5.5B
+45.7%
Holdings
13
New Purchases
0
Added To
9
Closed
0
Reduced
2
Top 10 Concentration
98.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $150M | 2.7% |
| Large Cap | 5 | $1.7B | 31.0% |
| Mid Cap | 5 | $921M | 16.6% |
| Small Cap | 2 | $2.8B | 49.6% |
Portfolio Analytics
Avg Market Cap
$146.7B
Median Market Cap
$10.0B
Avg P/E
17.2
Median P/E
17.2
Avg Dividend Yield
—%
Avg Beta
0.79
# Stocks
2
# ETFs / Funds
11
Top Holdings (13 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BHYB | 47.10% | 48,109,589 | $2.6B | $54.25 | $721M | +13,087,789 | +37.4% | |
| 2 | IWV | 12.52% | 1,627,426 | $694M | $426.40 | $381M | +783,688 | +92.9% | |
| 3 | JNK | 9.88% | 5,682,623 | $548M | $96.37 | $206M | +2,117,623 | +59.4% | |
| 4 | SPIB | 8.83% | 14,630,218 | $490M | $33.46 | $148M | +4,451,218 | +43.7% | |
| 5 | VCIT | 7.47% | 5,008,438 | $414M | $82.65 | $186M | +2,252,018 | +81.7% | |
| 6 | IGF | 3.05% | 2,538,162 | $169M | $66.60 | $77M | +1,167,453 | +85.2% | |
| 7 | VOO | 2.70% | 217,810 | $150M | $686.81 | $26M | +10,889 | +5.3% | |
| 8 | BOW | 2.54% | 4,700,761 | $141M | $29.93 | $35M | — | — | |
| 9 | XLRE | 2.03% | 2,549,761 | $112M | $44.03 | $56M | +1,182,674 | +86.5% | |
| 10 | IWP | 1.91% | 723,817 | $106M | $146.41 | $26M | +103,294 | +16.6% | |
| 11 | HYD | 1.51% | 1,626,304 | $84M | $51.51 | -$111M | -2,254,714 | -58.1% | |
| 12 | LQD | 0.31% | 155,400 | $17M | $109.07 | -$13M | -118,000 | -43.2% | |
| 13 | TDW | 0.14% | 119,817 | $8M | $66.63 | -$2M | — | — |