AFS

Access Financial Services Portfolio holdings

AUM $276M
1-Year Est. Return 9.33%
This Quarter Est. Return
1 Year Est. Return
+9.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$5.54M
3 +$1.35M
4
CBOE icon
Cboe Global Markets
CBOE
+$1.29M
5
HEES
H&E Equipment Services
HEES
+$957K

Sector Composition

1 Technology 6.67%
2 Industrials 4.4%
3 Consumer Discretionary 3.85%
4 Financials 2.93%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-397,251
102
-34,771