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
726
$11.6K 0.01%
+235
727
$11.6K 0.01%
+500
728
$11.6K 0.01%
+343
729
$11.6K 0.01%
+255
730
$11.5K 0.01%
+146
731
$11.5K 0.01%
+400
732
$11.5K 0.01%
+440
733
$11.5K 0.01%
+130
734
$11.4K 0.01%
+129
735
$11.4K 0.01%
+190
736
$11.4K 0.01%
+109
737
$11.3K 0.01%
+500
738
$11.2K 0.01%
+100
739
$11.1K 0.01%
+75
740
$11K 0.01%
+432
741
$10.9K 0.01%
+114
742
$10.9K 0.01%
+200
743
$10.9K 0.01%
+1,060
744
$10.9K 0.01%
+125
745
$10.8K 0.01%
+2,300
746
$10.8K ﹤0.01%
+650
747
$10.8K ﹤0.01%
+214
748
$10.7K ﹤0.01%
+340
749
$10.7K ﹤0.01%
+312
750
$10.6K ﹤0.01%
+100