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
651
$16.7K 0.01%
+1,002
652
$16.7K 0.01%
+276
653
$16.6K 0.01%
+48
654
$16.5K 0.01%
+200
655
$16.5K 0.01%
+200
656
$16.4K 0.01%
+804
657
$16.4K 0.01%
+217
658
$16.3K 0.01%
+1,721
659
$16.2K 0.01%
+171
660
$16.2K 0.01%
+293
661
$16.2K 0.01%
+1,200
662
$16.1K 0.01%
+108
663
$16.1K 0.01%
+321
664
$16.1K 0.01%
+496
665
$16K 0.01%
+157
666
$15.9K 0.01%
+200
667
$15.9K 0.01%
+1,400
668
$15.8K 0.01%
+434
669
$15.8K 0.01%
+660
670
$15.8K 0.01%
+77
671
$15.6K 0.01%
+50
672
$15.5K 0.01%
+91
673
$15.5K 0.01%
+80
674
$15.4K 0.01%
+11,099
675
$15.3K 0.01%
+421