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
751
$10.6K ﹤0.01%
+100
752
$10.6K ﹤0.01%
+50
753
$10.6K ﹤0.01%
+1,000
754
$10.6K ﹤0.01%
+342
755
$10.5K ﹤0.01%
+85
756
$10.5K ﹤0.01%
+380
757
$10.5K ﹤0.01%
+226
758
$10.4K ﹤0.01%
+302
759
$10.4K ﹤0.01%
+277
760
$10.4K ﹤0.01%
+265
761
$10.3K ﹤0.01%
+1,744
762
$10.3K ﹤0.01%
+1,300
763
$10.3K ﹤0.01%
+34
764
$10.2K ﹤0.01%
+200
765
$10.2K ﹤0.01%
+205
766
$10.1K ﹤0.01%
+400
767
$10.1K ﹤0.01%
+282
768
$10K ﹤0.01%
+410
769
$9.97K ﹤0.01%
+171
770
$9.96K ﹤0.01%
+653
771
$9.94K ﹤0.01%
+774
772
$9.75K ﹤0.01%
+126
773
$9.58K ﹤0.01%
+109
774
$9.56K ﹤0.01%
+91
775
$9.51K ﹤0.01%
+300