AG

AmeriFlex Group Portfolio holdings

AUM $198M
1-Year Est. Return 28.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,435
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$4.01M
3
+$3.39M
4
AMZN icon
Amazon
AMZN
+$2.92M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.91M

Top Sells

1
+$3.06M
2
+$2.81M
3
+$2.59M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.39M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.67M

Sector Composition

1 Technology 24.5%
2 Financials 9.68%
3 Communication Services 6.36%
4 Industrials 6.09%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$42.9K 0.02%
202
+139
477
$42.8K 0.02%
326
+160
478
$42.6K 0.02%
884
+349
479
$42.6K 0.02%
+1,700
480
$42.3K 0.02%
230
+150
481
$42.3K 0.02%
+7,000
482
$42.2K 0.02%
582
+291
483
$42.2K 0.02%
1,400
-977
484
$42.1K 0.02%
+3,600
485
$42.1K 0.02%
740
+45
486
$41.6K 0.02%
162
+139
487
$41.6K 0.02%
+800
488
$41.5K 0.02%
552
+224
489
$41K 0.02%
742
+371
490
$40.5K 0.02%
263
-840
491
$40.3K 0.02%
+516
492
$40K 0.02%
718
+359
493
$39.9K 0.02%
862
+736
494
$39.9K 0.01%
+786
495
$39.8K 0.01%
+10,000
496
$39.7K 0.01%
292
+46
497
$39.6K 0.01%
326
+296
498
$38.8K 0.01%
900
+834
499
$38.5K 0.01%
538
+269
500
$38.4K 0.01%
294
+147
18 19
20
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