AMG
Advisors Management Group Portfolio holdings
AUM
$531M
This Quarter Return
+1.24%
1 Year Return
+17.85%
3 Year Return
+48.06%
5 Year Return
+80.04%
10 Year Return
–
AUM
$400M
AUM Growth
+$400M
(-0.64%)
Cap. Flow
+$9.14M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
30.02%
Holding
172
New
9
Increased
66
Reduced
64
Closed
14
Top Buys
| 1 |
Global X US Preferred ETF
PFFD
|
$5.66M |
| 2 |
Healthpeak Properties
DOC
|
$1.84M |
| 3 |
Medtronic
MDT
|
$1.16M |
| 4 |
Okta
OKTA
|
$832K |
| 5 |
GE Vernova
GEV
|
$736K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.99M |
| 2 |
Procter & Gamble
PG
|
$2.67M |
| 3 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$1.78M |
| 4 |
Advanced Micro Devices
AMD
|
$1.75M |
| 5 |
IBM
IBM
|
$1.2M |
Sector Composition
| 1 | Technology | 16.84% |
| 2 | Utilities | 10.23% |
| 3 | Healthcare | 7.75% |
| 4 | Industrials | 7.62% |
| 5 | Energy | 7.07% |
