Asset Manager
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American Family Investments, Inc.
Market Value
$1.8B
+27.0%
Holdings
14
+3
New Purchases
3
Added To
4
Closed
0
Reduced
1
Top 10 Concentration
97.9%
Turnover
21.4%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $84M | 4.6% |
| Large Cap | 8 | $443M | 24.2% |
| Mid Cap | 2 | $16M | 0.9% |
| Small Cap | 2 | $1.0B | 56.5% |
| Micro Cap | 1 | $253M | 13.8% |
Portfolio Analytics
Avg Market Cap
$133.0B
Median Market Cap
$19.0B
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
0.72
# Stocks
2
# ETFs / Funds
12
Top Holdings (14 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BHYB | 46.18% | 15,518,800 | $845M | $54.48 | $33M | +340,000 | +2.2% | |
| 2 | HYDW | 13.81% | 5,348,000 | $253M | $47.28 | $115M | +2,370,000 | +79.6% | |
| 3 | BOW | 10.30% | 5,023,778 | $189M | $37.53 | -$3M | +323,017 | +6.9% | |
| 4 | SPIB | 9.73% | 5,304,000 | $178M | $33.58 | — | +5,304,000 | — | NEW |
| 5 | VOO | 4.61% | 148,696 | $84M | $568.03 | $23M | +28,352 | +23.6% | |
| 6 | IWP | 3.96% | 523,294 | $73M | $138.68 | $4M | -58,000 | -10.0% | |
| 7 | VCSH | 3.67% | 845,187 | $67M | $79.50 | $473K | — | — | |
| 8 | VCIT | 3.05% | 673,619 | $56M | $82.92 | $781K | — | — | |
| 9 | LQD | 1.38% | 230,000 | $25M | $109.61 | — | +230,000 | — | NEW |
| 10 | IGIB | 1.24% | 425,000 | $23M | $53.29 | $327K | — | — | |
| 11 | IWV | 0.66% | 34,518 | $12M | $351.00 | — | +34,518 | — | NEW |
| 12 | HYLB | 0.57% | 284,808 | $11M | $36.92 | $219K | — | — | |
| 13 | IGSB | 0.53% | 185,000 | $10M | $52.76 | $72K | — | — | |
| 14 | TDW | 0.30% | 119,817 | $6M | $46.13 | $462K | — | — |