AF

Amara Financial Portfolio holdings

AUM $136M
1-Year Est. Return 15.64%
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$139K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$995K
3
+$991K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$960K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$421K

Top Sells

1
+$1.76M
2
+$905K
3
+$339K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$325K
5
TSLA icon
Tesla
TSLA
+$241K

Sector Composition

1 Healthcare 0.82%
2 Technology 0.52%
3 Communication Services 0%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$506K 0.47%
2,280
+8
27
$505K 0.47%
5,450
28
$491K 0.45%
16,315
+117
29
$409K 0.38%
8,052
+436
30
$400K 0.37%
12,040
+65
31
$382K 0.35%
5,632
32
$380K 0.35%
9,725
+1,262
33
$362K 0.33%
1,480
+3
34
$346K 0.32%
5,400
+1
35
$323K 0.3%
13,106
-333
36
$322K 0.3%
2,006
+13
37
$308K 0.28%
8,012
+1,838
38
$297K 0.27%
3,696
+1
39
$296K 0.27%
+7,257
40
$287K 0.27%
765
+1
41
$276K 0.25%
1,240
+1
42
$267K 0.25%
4,063
+14
43
$251K 0.23%
3,320
44
$209K 0.19%
578
+1
45
$208K 0.19%
+8,335
46
– –
-2,399
47
– –
-8,857
48
– –
-597
49
– –
-1,064
50
– –
-3,121
1
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