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
701
$13.3K 0.01%
+1,800
702
$13.3K 0.01%
+99
703
$13.2K 0.01%
+700
704
$13.2K 0.01%
+43
705
$13.1K 0.01%
+317
706
$13K 0.01%
+181
707
$13K 0.01%
+51
708
$13K 0.01%
+299
709
$12.8K 0.01%
+856
710
$12.7K 0.01%
+126
711
$12.4K 0.01%
+436
712
$12.4K 0.01%
+244
713
$12.3K 0.01%
+316
714
$12.1K 0.01%
+145
715
$12K 0.01%
+180
716
$12K 0.01%
+61
717
$11.9K 0.01%
+186
718
$11.9K 0.01%
+513
719
$11.9K 0.01%
+82
720
$11.8K 0.01%
+100
721
$11.7K 0.01%
+15,800
722
$11.7K 0.01%
+100
723
$11.6K 0.01%
+134
724
$11.6K 0.01%
+200
725
$11.6K 0.01%
+288