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
576
$24.8K 0.01%
+621
577
$24.8K 0.01%
+3,450
578
$24.5K 0.01%
+500
579
$24.5K 0.01%
+1,850
580
$24.4K 0.01%
+1,800
581
$24.3K 0.01%
+831
582
$24.3K 0.01%
+4,231
583
$24.2K 0.01%
+443
584
$24K 0.01%
+132
585
$24K 0.01%
+840
586
$23.6K 0.01%
+179
587
$23.4K 0.01%
+600
588
$23.3K 0.01%
+985
589
$23.1K 0.01%
+294
590
$23.1K 0.01%
+1,249
591
$23K 0.01%
+1,418
592
$22.7K 0.01%
+211
593
$22.3K 0.01%
+333
594
$22.2K 0.01%
+443
595
$22.2K 0.01%
+614
596
$21.8K 0.01%
+234
597
$21.7K 0.01%
+53
598
$21.7K 0.01%
+1,889
599
$21.7K 0.01%
+1,000
600
$21.7K 0.01%
+659