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
76
$1.58M 0.3%
20,434
+350
77
$1.31M 0.25%
25,028
-458
78
$1.24M 0.23%
7,090
-44
79
$1.2M 0.23%
40,913
-199
80
$1.18M 0.22%
29,116
+649
81
$1.1M 0.21%
15,012
-565
82
$1.08M 0.2%
11,206
83
$1.06M 0.2%
28,522
-23
84
$1.02M 0.19%
13,169
-172
85
$978K 0.18%
5,383
+955
86
$925K 0.17%
5,408
+244
87
$907K 0.17%
12,146
+409
88
$873K 0.16%
8,930
-242
89
$861K 0.16%
6,547
-313
90
$839K 0.16%
1,905
-3
91
$755K 0.14%
11,087
+22
92
$720K 0.14%
17,142
+24
93
$709K 0.13%
5,929
+1,392
94
$676K 0.13%
8,438
-315
95
$655K 0.12%
5,053
-35
96
$635K 0.12%
6,287
+1,494
97
$621K 0.12%
2,699
+13
98
$605K 0.11%
1,906
+154
99
$562K 0.11%
1,284
100
$506K 0.1%
1,424
-1
2 3
4
5 6