AG

AmeriFlex Group Portfolio holdings

AUM $267M
1-Year Est. Return 25.75%
This Quarter Est. Return
1 Year Est. Return
+25.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$9.25M
3 +$8.04M
4
MSFT icon
Microsoft
MSFT
+$6.02M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.74%
2 Financials 7.43%
3 Communication Services 4.37%
4 Consumer Discretionary 4.06%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$66.5K 0.03%
+5,445
377
$66.5K 0.03%
+1,438
378
$66.1K 0.03%
+966
379
$66.1K 0.03%
+222
380
$65.7K 0.03%
+2,400
381
$65.5K 0.03%
+15,600
382
$64.8K 0.03%
+2,460
383
$64.7K 0.03%
+341
384
$63.8K 0.03%
+300
385
$63.7K 0.03%
+106
386
$63.7K 0.03%
+1,507
387
$63.4K 0.03%
+343
388
$62.8K 0.03%
+3,325
389
$62.3K 0.03%
+1,185
390
$62.3K 0.03%
+14,486
391
$61.3K 0.03%
+1,502
392
$61.1K 0.03%
+1,900
393
$60.4K 0.03%
+2,030
394
$59.4K 0.03%
+2,602
395
$59.2K 0.03%
+208
396
$58.2K 0.03%
+550
397
$57.6K 0.03%
+567
398
$57.4K 0.03%
+1,091
399
$57.3K 0.03%
+834
400
$57.1K 0.03%
+517