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
601
$21.6K 0.01%
+888
602
$21.6K 0.01%
+633
603
$21.4K 0.01%
+115
604
$21.4K 0.01%
+360
605
$21.3K 0.01%
+164
606
$20.7K 0.01%
+484
607
$20.7K 0.01%
+313
608
$20.5K 0.01%
+320
609
$20.4K 0.01%
+850
610
$20.3K 0.01%
+160
611
$20.2K 0.01%
+291
612
$20.2K 0.01%
+650
613
$20.2K 0.01%
+884
614
$20.2K 0.01%
+220
615
$20.1K 0.01%
+410
616
$19.9K 0.01%
+390
617
$19.9K 0.01%
+2,651
618
$19.9K 0.01%
+415
619
$19.8K 0.01%
+500
620
$19.5K 0.01%
+65
621
$19.4K 0.01%
+610
622
$19.3K 0.01%
+334
623
$19.1K 0.01%
+525
624
$19K 0.01%
+1,062
625
$19K 0.01%
+441