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
776
$9.48K ﹤0.01%
+369
777
$9.46K ﹤0.01%
+145
778
$9.41K ﹤0.01%
+1,000
779
$9.41K ﹤0.01%
+529
780
$9.39K ﹤0.01%
+99
781
$9.38K ﹤0.01%
+2,000
782
$9.36K ﹤0.01%
+100
783
$9.24K ﹤0.01%
+777
784
$9.15K ﹤0.01%
+60
785
$9.13K ﹤0.01%
+94
786
$9.13K ﹤0.01%
+77
787
$9.1K ﹤0.01%
+220
788
$9.05K ﹤0.01%
+589
789
$9.04K ﹤0.01%
+210
790
$9.03K ﹤0.01%
+110
791
$8.96K ﹤0.01%
+245
792
$8.87K ﹤0.01%
+298
793
$8.86K ﹤0.01%
+12
794
$8.82K ﹤0.01%
+131
795
$8.8K ﹤0.01%
+236
796
$8.76K ﹤0.01%
+770
797
$8.71K ﹤0.01%
+100
798
$8.68K ﹤0.01%
+100
799
$8.68K ﹤0.01%
+336
800
$8.65K ﹤0.01%
+298