AMG

Advisors Management Group Portfolio holdings

AUM $550M
1-Year Est. Return 24.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$958K
2 +$455K
3 +$422K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$384K
5
INTC icon
Intel
INTC
+$319K

Sector Composition

1 Utilities 11.36%
2 Technology 9.76%
3 Real Estate 8.27%
4 Consumer Staples 7.79%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$66K 0.02%
32,930
127
-7,530