AMG

Advisors Management Group Portfolio holdings

AUM $550M
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$531M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$5.18M
3
+$3.52M
4
CVX icon
Chevron
CVX
+$3.11M
5
NVDA icon
NVIDIA
NVDA
+$3.02M

Top Sells

1
+$3.39M
2
+$322K
3
+$222K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$169K
5
MDT icon
Medtronic
MDT
+$122K

Sector Composition

1 Technology 19.49%
2 Industrials 9.32%
3 Utilities 8.82%
4 Energy 7.13%
5 Real Estate 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.61%
27,495
-348
52
$3.06M 0.58%
10,061
-183
53
$3.02M 0.57%
113,960
-508
54
$2.88M 0.54%
26,752
+119
55
$2.84M 0.53%
50,268
-630
56
$2.8M 0.53%
50,656
-534
57
$2.69M 0.51%
38,231
-479
58
$2.57M 0.48%
30,239
-186
59
$2.43M 0.46%
34,366
-305
60
$2.33M 0.44%
4,576
+787
61
$2.28M 0.43%
21,805
-5
62
$2.22M 0.42%
14,596
-280
63
$2.21M 0.42%
4,183
-31
64
$2.15M 0.4%
21,507
+9,090
65
$2.12M 0.4%
5,449
-13
66
$2.1M 0.4%
27,116
+2,107
67
$2.05M 0.39%
38,922
-111
68
$2M 0.38%
16,513
-215
69
$1.95M 0.37%
46,000
+2,402
70
$1.89M 0.36%
8,779
+19
71
$1.85M 0.35%
10,095
+269
72
$1.8M 0.34%
6,465
+128
73
$1.72M 0.32%
3,532
-3
74
$1.65M 0.31%
12,226
-32
75
$1.63M 0.31%
92,855
-174
1 2
3
4 5