AM
AGF Management Portfolio holdings
AUM
$23.1B
1-Year Est. Return
36.69%
This Fund
S&P 500
1 Year Est. Return
+36.69%
AUM
$22.7B
AUM Growth
+$677M
(+3.1%)
Holding
700
Top Buys
| 1 | +$578M | |
| 2 | +$269M | |
| 3 | +$246M | |
| 4 |
Pultegroup
PHM
|
+$164M |
| 5 |
Futu Holdings
FUTU
|
+$143M |
Top Sells
| 1 | +$379M | |
| 2 | +$291M | |
| 3 | +$219M | |
| 4 |
Broadcom
AVGO
|
+$153M |
| 5 |
Eli Lilly
LLY
|
+$149M |
Sector Composition
| 1 | Technology | 20.66% |
| 2 | Financials | 17.95% |
| 3 | Industrials | 10.68% |
| 4 | Consumer Discretionary | 9.56% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Sunrun
RUN
$2.94B
| – | – |
-422,784
|
|
||
627
Starbucks
SBUX
$112B
| – | – |
-2,366
|
|
||
628
Sprouts Farmers Market
SFM
$7.03B
| – | – |
-138,256
|
|
||
629
SLB Ltd
SLB
$81.6B
| – | – |
-148,040
|
|
||
|
XYZ
630
Block Inc
XYZ
$43.2B
| – | – |
-3,927
|
|