AMG
Advisors Management Group Portfolio holdings
AUM
$531M
This Quarter Return
+4.1%
1 Year Return
+17.85%
3 Year Return
+48.06%
5 Year Return
+80.04%
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(-11%)
Cap. Flow
-$43.4M
Cap. Flow
% of AUM
-14.68%
Top 10 Holdings %
Top 10 Hldgs %
29.45%
Holding
150
New
12
Increased
45
Reduced
52
Closed
17
Top Buys
| 1 |
Global X MLP ETF
MLPA
|
$9.15M |
| 2 |
TotalEnergies
TTE
|
$4.87M |
| 3 |
Vodafone
VOD
|
$3.69M |
| 4 |
Intel
INTC
|
$3.34M |
| 5 |
Shell
SHEL
|
$2.47M |
Top Sells
Sector Composition
| 1 | Utilities | 14.93% |
| 2 | Technology | 14.89% |
| 3 | Consumer Staples | 9.87% |
| 4 | Real Estate | 9.85% |
| 5 | Energy | 9.1% |
