StockDriftsStockDriftsTop 50 Afg Fiduciary Services Limited Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 17.97% | 481.5K | $30.5M | +0.10%(+488) | $532.54(+35.91%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 7.48% | 255.8K | $12.7M | +5.39%(+13.08K) | $49.67(-0.19%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 5.75% | 97.1K | $9.8M | +1.92%(+1.83K) | $100.45(+0.00%) | 2026-03-31 | |
| TLT | ISHARES TR | 4.45% | 87.1K | $7.5M | +63.38%(+33.80K) | $92.07(-7.21%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.18% | 103.5K | $7.1M | -0.61%(-634) | $54.42(+34.63%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.18% | 1.82M | $7.1M | +0.04%(+814) | $223.99(+22.12%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.67% | 49.3K | $6.2M | +9.35%(+4.22K) | $104.45(+32.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.45% | 4.64M | $5.9M | -0.02%(-957) | $263.12(+8.01%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.4% | 9.8K | $5.8M | -12.00%(-1.33K) | $396.07(+72.09%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.31% | 13.1K | $5.6M | -0.31%(-41) | $182.51(+129.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.09% | +40.84% |
| Top 20 Holdings Unweighted | +12.18% | +41.15% |
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