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
551
$28.6K 0.01%
+219
552
$28.3K 0.01%
+500
553
$28.3K 0.01%
+545
554
$28.2K 0.01%
+103
555
$28.1K 0.01%
+695
556
$28.1K 0.01%
+9,900
557
$27.4K 0.01%
+582
558
$27.3K 0.01%
+700
559
$27.2K 0.01%
+569
560
$27K 0.01%
+1,205
561
$26.8K 0.01%
+281
562
$26.7K 0.01%
+1,621
563
$26.7K 0.01%
+369
564
$26.7K 0.01%
+220
565
$26.5K 0.01%
+668
566
$26K 0.01%
+106
567
$25.9K 0.01%
+100
568
$25.8K 0.01%
+542
569
$25.6K 0.01%
+389
570
$25.6K 0.01%
+400
571
$25.6K 0.01%
+212
572
$25.5K 0.01%
+313
573
$25.3K 0.01%
+1,312
574
$24.9K 0.01%
+918
575
$24.9K 0.01%
+106