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
$245M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.5%
2 Financials 8.18%
3 Healthcare 5.77%
4 Consumer Staples 4.41%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$19.7K 0.01%
390
677
$19.4K 0.01%
659
678
$19.3K 0.01%
441
679
$19.3K 0.01%
+111
680
$19.2K 0.01%
68
681
$19.2K 0.01%
53
682
$19.1K 0.01%
850
683
$19.1K 0.01%
360
684
$19K 0.01%
276
685
$18.9K 0.01%
1,850
686
$18.7K 0.01%
144
687
$18.6K 0.01%
+1,272
688
$18.3K 0.01%
+307
689
$18.2K 0.01%
102
-400
690
$18.1K 0.01%
70
+20
691
$18K 0.01%
258
-36
692
$17.9K 0.01%
415
693
$17.8K 0.01%
1,411
+24
694
$17.7K 0.01%
315
695
$17.7K 0.01%
48
696
$17.6K 0.01%
160
697
$17.5K 0.01%
77
698
$17.4K 0.01%
359
699
$17.4K 0.01%
150
700
$17.3K 0.01%
255