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
501
$35.9K 0.02%
+3,338
502
$35.8K 0.02%
+253
503
$35.8K 0.02%
+451
504
$35.7K 0.02%
+274
505
$35.6K 0.02%
+348
506
$35.6K 0.02%
+249
507
$35.6K 0.02%
+855
508
$35.3K 0.02%
+1,422
509
$35.2K 0.02%
+399
510
$34.8K 0.02%
+748
511
$34.7K 0.02%
+58
512
$34.7K 0.02%
+1,000
513
$34.6K 0.02%
+474
514
$34.2K 0.02%
+691
515
$34.1K 0.02%
+601
516
$33.9K 0.02%
+2,700
517
$33.9K 0.02%
+706
518
$33.9K 0.02%
+300
519
$33.6K 0.02%
+347
520
$33.4K 0.02%
+1,015
521
$33.4K 0.02%
+412
522
$33.3K 0.02%
+880
523
$33K 0.02%
+428
524
$32.9K 0.02%
+1,462
525
$32.9K 0.02%
+489