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
676
$15.1K 0.01%
+323
677
$15K 0.01%
+159
678
$14.8K 0.01%
+250
679
$14.7K 0.01%
+161
680
$14.6K 0.01%
+54
681
$14.5K 0.01%
+501
682
$14.5K 0.01%
+668
683
$14.5K 0.01%
+134
684
$14.4K 0.01%
+136
685
$14.3K 0.01%
+381
686
$14.3K 0.01%
+115
687
$14.2K 0.01%
+1,500
688
$14.2K 0.01%
+622
689
$14.1K 0.01%
+20
690
$14.1K 0.01%
+434
691
$14.1K 0.01%
+210
692
$13.9K 0.01%
+223
693
$13.9K 0.01%
+50
694
$13.9K 0.01%
+300
695
$13.8K 0.01%
+482
696
$13.7K 0.01%
+242
697
$13.7K 0.01%
+1,300
698
$13.5K 0.01%
+10
699
$13.5K 0.01%
+265
700
$13.4K 0.01%
+200