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 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PVBC
2626
DELISTED
Provident Bancorp
PVBC
$30K ﹤0.01%
+1,856
RLGT icon
2627
Radiant Logistics
RLGT
$318M
$30K ﹤0.01%
+4,747
STXS icon
2628
Stereotaxis
STXS
$172M
$30K ﹤0.01%
+8,107
USLM icon
2629
United States Lime & Minerals
USLM
$3.43B
$30K ﹤0.01%
+1,275
PCSB
2630
DELISTED
PCSB Financial Corporation
PCSB
$30K ﹤0.01%
+1,556
ZY
2631
DELISTED
Zymergen Inc. Common Stock
ZY
$30K ﹤0.01%
+10,362
EPZM
2632
DELISTED
Epizyme, Inc
EPZM
$30K ﹤0.01%
+26,516
MCBC
2633
DELISTED
Macatawa Bank Corp
MCBC
$29K ﹤0.01%
+3,178
AFCG
2634
AFC Gamma
AFCG
$63.1M
$29K ﹤0.01%
+2,189
ALT icon
2635
Altimmune
ALT
$428M
$29K ﹤0.01%
+4,793
HFFG icon
2636
HF Foods Group
HFFG
$97.1M
$29K ﹤0.01%
+4,378
INFU icon
2637
InfuSystem Holdings
INFU
$194M
$29K ﹤0.01%
+2,958
LE icon
2638
Lands' End
LE
$414M
$29K ﹤0.01%
+1,735
REFI
2639
Chicago Atlantic Real Estate Finance
REFI
$261M
$29K ﹤0.01%
+1,609
RRBI icon
2640
Red River Bancshares
RRBI
$570M
$29K ﹤0.01%
+547
TNYA icon
2641
Tenaya Therapeutics
TNYA
$178M
$29K ﹤0.01%
+2,473
TLMD
2642
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
$29K ﹤0.01%
+9,568
BEEM icon
2643
Beam Global
BEEM
$28M
$28K ﹤0.01%
+1,381
HOFT icon
2644
Hooker Furnishings Corp
HOFT
$123M
$28K ﹤0.01%
+1,452
JANX icon
2645
Janux Therapeutics
JANX
$843M
$28K ﹤0.01%
+1,928
SNPO
2646
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
$28K ﹤0.01%
+1,913
FRBK
2647
DELISTED
Republic First Bancorp Inc
FRBK
$28K ﹤0.01%
+5,407
ACTG icon
2648
Acacia Research
ACTG
$486M
$27K ﹤0.01%
+5,928
JBIO
2649
Jade Biosciences
JBIO
$680M
$27K ﹤0.01%
+42
CTMX icon
2650
CytomX Therapeutics
CTMX
$746M
$27K ﹤0.01%
+10,184