AMG
Advisors Management Group Portfolio holdings
AUM
$531M
This Quarter Return
-9.05%
1 Year Return
+17.85%
3 Year Return
+48.06%
5 Year Return
+80.04%
10 Year Return
–
AUM
$285M
AUM Growth
+$285M
(-3.6%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
30.18%
Holding
148
New
15
Increased
56
Reduced
46
Closed
8
Top Buys
| 1 |
Intel
INTC
|
$2.35M |
| 2 |
Gilead Sciences
GILD
|
$1.92M |
| 3 |
Verizon
VZ
|
$1.89M |
| 4 |
Merck
MRK
|
$1.83M |
| 5 |
Invesco Senior Income Trust
VVR
|
$1.78M |
Top Sells
| 1 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$416K |
| 2 |
Tesla
TSLA
|
$357K |
| 3 |
iShares US Technology ETF
IYW
|
$256K |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
$248K |
| 5 |
Skyworks Solutions
SWKS
|
$237K |
Sector Composition
| 1 | Technology | 14.89% |
| 2 | Utilities | 14.15% |
| 3 | Communication Services | 10.46% |
| 4 | Consumer Staples | 10.07% |
| 5 | Healthcare | 9.92% |
