AIS

AM Investment Strategies Portfolio holdings

AUM $461M
1-Year Est. Return 32.83%
This Quarter Est. Return
1 Year Est. Return
+32.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$39M
3
+$31.4M
4
SNV icon
Synovus
SNV
+$25.9M
5
BABA icon
Alibaba
BABA
+$14.9M

Top Sells

1
+$15K

Sector Composition

1 Financials 30.79%
2 Consumer Discretionary 27.25%
3 Technology 14.64%
4 Communication Services 6.06%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.84%
+253,418
27
$2.13M 0.75%
+9,703
28
$2.03M 0.71%
+45,436
29
$1.6M 0.56%
+5
30
$1.49M 0.52%
+69,302
31
$1.49M 0.52%
+7,066
32
$1.3M 0.46%
+132,595
33
$1.23M 0.43%
+77,636
34
$1.18M 0.41%
+12,125
35
$1.07M 0.38%
+44,631
36
$1.07M 0.38%
+3,849
37
$992K 0.35%
+17,503
38
$967K 0.34%
+3,807
39
$929K 0.33%
+21,543
40
$921K 0.32%
+2,595
41
$854K 0.3%
+80,750
42
$778K 0.27%
+3,890
43
$756K 0.27%
+9,558
44
$755K 0.27%
+3,831
45
$734K 0.26%
+12,338
46
$715K 0.25%
+14,483
47
$712K 0.25%
+4,977
48
$705K 0.25%
+17,100
49
$690K 0.24%
+12,725
50
$674K 0.24%
+50,255
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