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
76
$238K 0.08%
+6,700
77
$228K 0.08%
15,000
78
$228K 0.08%
+4,560
79
$215K 0.08%
+1,000
80
$203K 0.07%
+3,100
81
$126K 0.04%
+10,170
82
$88K 0.03%
+546,869
83
$83K 0.03%
+12,437
84
$38K 0.01%
+16,245
85
$30K 0.01%
+33,500
86
$25K 0.01%
+11,300
87
– –
0
88
– –
-50
1 2 3
4