AMG

Advisors Management Group Portfolio holdings

AUM $531M
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
-$621K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.08M
3
+$800K
4
AAPL icon
Apple
AAPL
+$798K
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$779K

Top Sells

1
+$8.64M
2
+$273K
3
+$227K
4
PEP icon
PepsiCo
PEP
+$222K
5
ABBV icon
AbbVie
ABBV
+$209K

Sector Composition

1 Technology 18.18%
2 Utilities 10.37%
3 Industrials 9.24%
4 Energy 6.57%
5 Real Estate 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,058
152
– –
-10,893
153
– –
-1,308
154
– –
-6,560
155
– –
-7,052
3 4 5 6
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