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
$460M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$66.7M
2 +$13.9M
3 +$4.24M
4
POWL icon
Powell Industries
POWL
+$2.91M
5
AMAT icon
Applied Materials
AMAT
+$1.12M

Top Sells

1 +$19.5M
2 +$14.7M
3 +$14.3M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.28M

Sector Composition

1 Technology 17.19%
2 Utilities 10.44%
3 Industrials 8.9%
4 Energy 6.74%
5 Real Estate 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XYLD icon
151
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
-28,500
SEO
152
DELISTED
STORA ENSO OYJ, ADS(RP 1 SR R)
SEO
-13,797