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AF

Amalgamated Financial Portfolio holdings

AUM $12.6B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,002
New
Increased
Reduced
Closed

Top Buys

1 +$709M
2 +$617M
3 +$371M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$223M
5
TSLA icon
Tesla
TSLA
+$208M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.52%
2 Financials 13.15%
3 Healthcare 13.05%
4 Consumer Discretionary 12.17%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRBS icon
2601
Blue Ridge Bankshares
BRBS
$301M
$32K ﹤0.01%
+2,098
CCRD
2602
DELISTED
CoreCard
CCRD
$32K ﹤0.01%
+1,184
CLPT icon
2603
ClearPoint Neuro
CLPT
$533M
$32K ﹤0.01%
+3,111
EIGR
2604
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$32K ﹤0.01%
+129
VLDR
2605
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$32K ﹤0.01%
+12,343
LMNR icon
2606
Limoneira
LMNR
$237M
$31K ﹤0.01%
+2,084
SGHT icon
2607
Sight Sciences
SGHT
$287M
$31K ﹤0.01%
+2,688
TRML
2608
DELISTED
Tourmaline Bio
TRML
$31K ﹤0.01%
+318
RPT
2609
Rithm Property Trust
RPT
$112M
$31K ﹤0.01%
+437
GATO
2610
DELISTED
Gatos Silver, Inc.
GATO
$31K ﹤0.01%
+7,238
TCS
2611
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$31K ﹤0.01%
+256
FUV
2612
DELISTED
Arcimoto, Inc. Common Stock
FUV
$31K ﹤0.01%
+233
VIEW
2613
DELISTED
View, Inc. Class A Common Stock
VIEW
$31K ﹤0.01%
+281
AMTI
2614
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
$31K ﹤0.01%
+4,085
RMO
2615
DELISTED
Romeo Power, Inc.
RMO
$31K ﹤0.01%
+20,680
ACLX
2616
DELISTED
Arcellx
ACLX
$31K ﹤0.01%
+2,229
EYPT icon
2617
EyePoint Inc
EYPT
$1.14B
$31K ﹤0.01%
+2,554
ORRF icon
2618
Orrstown Financial Services
ORRF
$767M
$30K ﹤0.01%
+1,319
PVBC
2619
DELISTED
Provident Bancorp
PVBC
$30K ﹤0.01%
+1,856
RLGT icon
2620
Radiant Logistics
RLGT
$420M
$30K ﹤0.01%
+4,747
STXS icon
2621
Stereotaxis
STXS
$184M
$30K ﹤0.01%
+8,107
USLM icon
2622
United States Lime & Minerals
USLM
$3.26B
$30K ﹤0.01%
+1,275
PCSB
2623
DELISTED
PCSB Financial Corporation
PCSB
$30K ﹤0.01%
+1,556
ZY
2624
DELISTED
Zymergen Inc. Common Stock
ZY
$30K ﹤0.01%
+10,362
EPZM
2625
DELISTED
Epizyme, Inc
EPZM
$30K ﹤0.01%
+26,516