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
1
$24.3M 22.41%
70,704
+3,147
2
$15.4M 14.24%
78,795
+2,670
3
$11.1M 10.29%
233,148
+37,434
4
$7.12M 6.57%
26,953
+1,801
5
$5.49M 5.07%
72,656
+944
6
$5.48M 5.06%
43,893
-3,086
7
$5.46M 5.04%
95,341
+6,019
8
$4.77M 4.4%
41,390
+2,133
9
$3.82M 3.53%
73,908
-5,375
10
$2.92M 2.69%
17,242
+11
11
$2.84M 2.62%
101,805
-983
12
$2.26M 2.09%
36,264
-227
13
$1.26M 1.16%
50,370
+4,829
14
$1.09M 1.01%
21,962
+75
15
$982K 0.91%
1,676
+5
16
$902K 0.83%
15,901
+968
17
$860K 0.79%
8,548
-640
18
$818K 0.75%
15,657
+1,954
19
$794K 0.73%
3,278
-184
20
$734K 0.68%
1,788
+2
21
$718K 0.66%
1,333
+7
22
$559K 0.52%
2,929
+16
23
$546K 0.5%
2,272
+98
24
$526K 0.49%
5,343
+53
25
$523K 0.48%
4,767
-620
1
2