AF

Amara Financial Portfolio holdings

AUM $145M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.03M
3
+$1.91M
4
EQIN
Columbia U.S. Equity Income ETF
EQIN
+$1.39M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$903K

Top Sells

1
+$701K
2
+$13.9K
3
+$10.8K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.07K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.56K

Sector Composition

1 Technology 0.59%
2 Communication Services 0.35%
3 Healthcare 0.31%
4 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$683K 0.5%
6,908
+82
27
$598K 0.44%
3,426
+1,442
28
$561K 0.41%
7,107
+4,436
29
$505K 0.37%
16,666
+173
30
$497K 0.37%
+3,483
31
$425K 0.31%
5,632
32
$414K 0.3%
12,203
+75
33
$408K 0.3%
788
+2
34
$391K 0.29%
1,536
+19
35
$386K 0.28%
3,697
36
$378K 0.28%
5,402
+1
37
$377K 0.28%
4,316
38
$344K 0.25%
7,854
-323
39
$323K 0.24%
4,121
-107
40
$314K 0.23%
6,962
+22
41
$273K 0.2%
+1,123
42
$267K 0.2%
2,280
-32
43
$265K 0.2%
+597
44
$252K 0.19%
4,935
+75
45
$251K 0.19%
9,922
+255
46
$222K 0.16%
8,425
+1
47
$208K 0.15%
+854
48
– –
-7,128
1
2