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
526
$32.7K 0.02%
+240
527
$32.6K 0.01%
+638
528
$31.9K 0.01%
+1,469
529
$31.9K 0.01%
+417
530
$31.1K 0.01%
+284
531
$31K 0.01%
+437
532
$30.8K 0.01%
+1,455
533
$30.7K 0.01%
+156
534
$30.4K 0.01%
+1,068
535
$30.3K 0.01%
+239
536
$30.3K 0.01%
+233
537
$29.8K 0.01%
+100
538
$29.8K 0.01%
+2,855
539
$29.6K 0.01%
+1,159
540
$29.6K 0.01%
+891
541
$29.5K 0.01%
+400
542
$29.4K 0.01%
+56
543
$29.1K 0.01%
+219
544
$29.1K 0.01%
+486
545
$29.1K 0.01%
+1,200
546
$29K 0.01%
+150
547
$29K 0.01%
+3,371
548
$28.8K 0.01%
+1,361
549
$28.7K 0.01%
+1,273
550
$28.7K 0.01%
+298