Asset Manager
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American Family Investments, Inc.
Market Value
$2.8B
+45.6%
Holdings
12
-2
New Purchases
3
Added To
4
Closed
1
Reduced
1
Top 10 Concentration
99.8%
Turnover
33.3%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $118M | 4.2% |
| Large Cap | 5 | $609M | 21.9% |
| Mid Cap | 3 | $358M | 12.9% |
| Small Cap | 2 | $1.7B | 61.0% |
| Micro Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$148.4B
Median Market Cap
$9.2B
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
0.77
# Stocks
2
# ETFs / Funds
10
Top Holdings (12 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BHYB | 56.15% | 28,627,800 | $1.6B | $54.50 | $416M | +7,792,000 | +37.4% | |
| 2 | SPIB | 10.58% | 8,695,000 | $294M | $33.81 | -$32M | -909,000 | -9.5% | |
| 3 | JNK | 7.31% | 2,088,000 | $203M | $97.21 | — | +2,088,000 | — | NEW |
| 4 | HYD | 5.35% | 2,907,018 | $149M | $51.12 | — | +2,907,018 | — | NEW |
| 5 | BOW | 4.83% | 4,700,761 | $134M | $28.54 | $7M | — | — | |
| 6 | VOO | 4.24% | 187,733 | $118M | $627.13 | $13M | +17,020 | +10.0% | |
| 7 | IWV | 3.78% | 271,840 | $105M | $386.85 | $92M | +237,322 | +687.5% | |
| 8 | VCIT | 3.69% | 1,225,000 | $103M | $83.75 | — | +1,225,000 | — | NEW |
| 9 | IWP | 2.77% | 561,707 | $77M | $136.94 | $5M | +58,909 | +11.7% | |
| 10 | LQD | 1.08% | 273,400 | $30M | $110.19 | -$350K | — | — | |
| 11 | TDW | 0.22% | 119,817 | $6M | $50.51 | -$338K | — | — | |
| 12 | HYDW | —% | — | — | — | -$86M | -1,813,000 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| HYDW | — | —% |