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
51
$659K 0.23%
+16,000
52
$656K 0.23%
3,694
53
$618K 0.22%
+4,614
54
$612K 0.22%
+12,661
55
$579K 0.2%
+2,304
56
$565K 0.2%
+1,714
57
$550K 0.19%
+43,771
58
$505K 0.18%
+9,000
59
$471K 0.17%
3,750
60
$471K 0.17%
+10,095
61
$451K 0.16%
+6,261
62
$425K 0.15%
2,000
63
$388K 0.14%
+50,064
64
$379K 0.13%
+10,386
65
$373K 0.13%
+30,000
66
$359K 0.13%
+4,900
67
$351K 0.12%
+13,953
68
$348K 0.12%
+4,415
69
$322K 0.11%
+3,676
70
$313K 0.11%
+17,912
71
$306K 0.11%
+5,157
72
$299K 0.11%
2,264
73
$246K 0.09%
+7,152
74
$245K 0.09%
+2,769
75
$239K 0.08%
+3,078
1 2
3
4