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
626
$18.9K 0.01%
+53
627
$18.8K 0.01%
+144
628
$18.7K 0.01%
+255
629
$18.7K 0.01%
+372
630
$18.7K 0.01%
+357
631
$18.7K 0.01%
+386
632
$18.4K 0.01%
+1,400
633
$18.4K 0.01%
+52
634
$18.2K 0.01%
+1,800
635
$18.1K 0.01%
+175
636
$18K 0.01%
+355
637
$17.8K 0.01%
+144
638
$17.7K 0.01%
+168
639
$17.7K 0.01%
+1,387
640
$17.6K 0.01%
+359
641
$17.6K 0.01%
+315
642
$17.5K 0.01%
+50
643
$17.3K 0.01%
+150
644
$17.2K 0.01%
+400
645
$17K 0.01%
+616
646
$17K 0.01%
+405
647
$16.9K 0.01%
+900
648
$16.9K 0.01%
+634
649
$16.9K 0.01%
+160
650
$16.8K 0.01%
+68