AF

Amara Financial Portfolio holdings

AUM $114M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$15.1M
3
+$10.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.64M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.84%
2 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$526K 0.5%
+5,450
27
$524K 0.5%
+5,290
28
$516K 0.49%
+2,174
29
$362K 0.35%
+8,550
30
$359K 0.34%
+1,475
31
$354K 0.34%
+5,632
32
$343K 0.33%
+5,398
33
$334K 0.32%
+3,106
34
$334K 0.32%
+2,393
35
$332K 0.32%
+1,981
36
$329K 0.31%
+764
37
$306K 0.29%
+3,690
38
$288K 0.28%
+1,238
39
$273K 0.26%
+4,042
40
$257K 0.25%
+3,297
41
$250K 0.24%
+5,985
42
$216K 0.21%
+577
1
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