Asset Manager
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American Family Investments, Inc.
Market Value
$3.8B
+36.9%
Holdings
13
+1
New Purchases
2
Added To
8
Closed
0
Reduced
0
Top 10 Concentration
97.5%
Turnover
15.4%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $124M | 3.3% |
| Large Cap | 6 | $1.1B | 28.5% |
| Mid Cap | 4 | $602M | 15.8% |
| Small Cap | 2 | $2.0B | 52.4% |
Portfolio Analytics
Avg Market Cap
$138.4B
Median Market Cap
$10.7B
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
0.80
# 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 | 49.66% | 35,021,800 | $1.9B | $53.93 | $328M | +6,394,000 | +22.3% | |
| 2 | SPIB | 8.98% | 10,179,000 | $341M | $33.54 | $47M | +1,484,000 | +17.1% | |
| 3 | JNK | 8.97% | 3,565,000 | $341M | $95.72 | $138M | +1,477,000 | +70.7% | |
| 4 | IWV | 8.22% | 843,738 | $313M | $370.68 | $208M | +571,898 | +210.4% | |
| 5 | VCIT | 6.00% | 2,756,420 | $228M | $82.75 | $126M | +1,531,420 | +125.0% | |
| 6 | HYD | 5.12% | 3,881,018 | $195M | $50.14 | $46M | +974,000 | +33.5% | |
| 7 | VOO | 3.25% | 206,921 | $124M | $597.55 | $6M | +19,188 | +10.2% | |
| 8 | BOW | 2.77% | 4,700,761 | $105M | $22.43 | -$29M | — | — | |
| 9 | IGF | 2.42% | 1,370,709 | $92M | $67.00 | — | +1,370,709 | — | NEW |
| 10 | IWP | 2.09% | 620,523 | $80M | $128.12 | $3M | +58,816 | +10.5% | |
| 11 | XLRE | 1.47% | 1,367,087 | $56M | $40.83 | — | +1,367,087 | — | NEW |
| 12 | LQD | 0.78% | 273,400 | $30M | $108.99 | -$328K | — | — | |
| 13 | TDW | 0.26% | 119,817 | $10M | $83.55 | $4M | — | — |