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
426
$52.1K 0.02%
+318
427
$52.1K 0.02%
+288
428
$51.3K 0.02%
+393
429
$51.3K 0.02%
+1,100
430
$51.1K 0.02%
+469
431
$50.9K 0.02%
+823
432
$50.9K 0.02%
+1,062
433
$50.6K 0.02%
+235
434
$50.4K 0.02%
+722
435
$50.2K 0.02%
+2,019
436
$49.9K 0.02%
+259
437
$49.9K 0.02%
+1,220
438
$49.6K 0.02%
+433
439
$49.6K 0.02%
+881
440
$49.5K 0.02%
+8,000
441
$49.5K 0.02%
+447
442
$49.2K 0.02%
+83
443
$48.5K 0.02%
+509
444
$47.6K 0.02%
+4,000
445
$47.5K 0.02%
+4,000
446
$47.2K 0.02%
+1,208
447
$47.1K 0.02%
+779
448
$47K 0.02%
+2,222
449
$47K 0.02%
+966
450
$46.4K 0.02%
+2,677