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
451
$46.4K 0.02%
+277
452
$46.4K 0.02%
+585
453
$46.1K 0.02%
+1,816
454
$46.1K 0.02%
+400
455
$45.8K 0.02%
+2,552
456
$45.4K 0.02%
+1,234
457
$44.7K 0.02%
+807
458
$44.2K 0.02%
+1,145
459
$44.1K 0.02%
+328
460
$43.9K 0.02%
+373
461
$43.8K 0.02%
+210
462
$43.7K 0.02%
+150
463
$43.5K 0.02%
+148
464
$43.1K 0.02%
+2,559
465
$43K 0.02%
+821
466
$43K 0.02%
+1,722
467
$42.7K 0.02%
+161
468
$42K 0.02%
+188
469
$42K 0.02%
+1,192
470
$42K 0.02%
+600
471
$42K 0.02%
+359
472
$41.8K 0.02%
+194
473
$40.9K 0.02%
+1,000
474
$40.6K 0.02%
+412
475
$40.4K 0.02%
+800