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
ONL
1701
Orion Office REIT
ONL
$132M
$323K ﹤0.01%
+23,036
OPRX icon
1702
OptimizeRx
OPRX
$124M
$323K ﹤0.01%
+8,569
ZG icon
1703
Zillow
ZG
$10.8B
$323K ﹤0.01%
+6,700
BFS
1704
Saul Centers
BFS
$818M
$323K ﹤0.01%
+6,121
CRSR icon
1705
Corsair Gaming
CRSR
$575M
$323K ﹤0.01%
+15,286
LPRO icon
1706
Open Lending Corp
LPRO
$175M
$323K ﹤0.01%
+17,070
NHI icon
1707
National Health Investors
NHI
$4.15B
$322K ﹤0.01%
+5,454
FSLY icon
1708
Fastly Inc
FSLY
$3.67B
$321K ﹤0.01%
+18,477
NTGR icon
1709
NETGEAR
NTGR
$609M
$321K ﹤0.01%
+12,995
INGN icon
1710
Inogen
INGN
$169M
$320K ﹤0.01%
+9,873
OTTR icon
1711
Otter Tail
OTTR
$3.67B
$320K ﹤0.01%
+5,125
SHO icon
1712
Sunstone Hotel Investors
SHO
$1.72B
$320K ﹤0.01%
+27,132
TELL
1713
DELISTED
Tellurian Inc.
TELL
$320K ﹤0.01%
+60,441
IIIN icon
1714
Insteel Industries
IIIN
$626M
$319K ﹤0.01%
+8,619
IVR icon
1715
Invesco Mortgage Capital
IVR
$688M
$317K ﹤0.01%
+13,908
BJRI icon
1716
BJ's Restaurants
BJRI
$743M
$316K ﹤0.01%
+11,169
AIMC
1717
DELISTED
Altra Industrial Motion Corp
AIMC
$314K ﹤0.01%
+8,074
NX icon
1718
Quanex
NX
$812M
$313K ﹤0.01%
+14,923
CVGW icon
1719
Calavo Growers
CVGW
$435M
$311K ﹤0.01%
+8,532
SHLS icon
1720
Shoals Technologies Group
SHLS
$1.03B
$311K ﹤0.01%
+18,256
BBBY
1721
Bed Bath & Beyond
BBBY
$342M
$310K ﹤0.01%
+7,742
BF.A icon
1722
Brown-Forman Class A
BF.A
$10.8B
$308K ﹤0.01%
+4,914
FORR icon
1723
Forrester Research
FORR
$117M
$308K ﹤0.01%
+5,451
MGRC icon
1724
McGrath RentCorp
MGRC
$2.6B
$308K ﹤0.01%
+3,620
ABR icon
1725
Arbor Realty Trust
ABR
$1.5B
$306K ﹤0.01%
+17,937