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
476
$39.8K 0.02%
+804
477
$39.4K 0.02%
+2,262
478
$39.3K 0.02%
+2,398
479
$39.1K 0.02%
+5,494
480
$38.6K 0.02%
+230
481
$38.5K 0.02%
+761
482
$38.4K 0.02%
+1,320
483
$38.4K 0.02%
+1,747
484
$38.2K 0.02%
+385
485
$38.1K 0.02%
+145
486
$38.1K 0.02%
+564
487
$38K 0.02%
+1,660
488
$37.6K 0.02%
+169
489
$37.6K 0.02%
+696
490
$37.4K 0.02%
+320
491
$37.4K 0.02%
+329
492
$37.4K 0.02%
+2,050
493
$37.3K 0.02%
+408
494
$37.3K 0.02%
+661
495
$37.2K 0.02%
+6,609
496
$37.1K 0.02%
+171
497
$37K 0.02%
+448
498
$36.6K 0.02%
+1,499
499
$36.3K 0.02%
+333
500
$36.2K 0.02%
+288