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
$108M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.08M
3
+$523K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$476K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$386K

Top Sells

1
+$486K
2
+$385K
3
+$278K
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$242K
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$68.1K

Sector Composition

1 Healthcare 0.69%
2 Technology 0.58%
3 Consumer Discretionary 0.22%
4 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$495K 0.46%
5,450
27
$484K 0.45%
16,198
-16,264
28
$392K 0.36%
11,975
-7,395
29
$386K 0.36%
+7,616
30
$375K 0.35%
1,477
+2
31
$355K 0.33%
5,399
+1
32
$354K 0.33%
8,463
-87
33
$339K 0.31%
3,121
+15
34
$328K 0.3%
+13,439
35
$325K 0.3%
2,399
+6
36
$325K 0.3%
3,695
+5
37
$322K 0.3%
1,993
+12
38
$322K 0.3%
764
39
$310K 0.29%
1,239
+1
40
$279K 0.26%
4,049
+7
41
$260K 0.24%
6,174
+189
42
$253K 0.23%
5,632
43
$241K 0.22%
+597
44
$233K 0.22%
3,320
+23
45
$232K 0.21%
577
46
$205K 0.19%
+8,857
47
$201K 0.19%
+1,064
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