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AG
AmeriFlex Group Portfolio holdings
AUM
$198M
1-Year Est. Return
27.84%
This Fund
S&P 500
This Quarter
Est. Return
+3.57%
1 Year Est. Return
+27.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$218M
AUM Growth
–
Cap. Flow
+$216M
Cap. Flow
% of AUM
98.82%
Top 10 Holdings %
Top 10 Hldgs %
26.62%
Holding
1,170
New
1,167
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$13.4M |
| 2 |
NVIDIA
NVDA
|
+$10.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$7.87M |
| 4 |
Microsoft
MSFT
|
+$6.18M |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
+$4.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.74% |
| 2 | Financials | 7.43% |
| 3 | Communication Services | 4.37% |
| 4 | Consumer Discretionary | 4.06% |
| 5 | Industrials | 3.99% |
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AmeriFlex Group's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for AmeriFlex Group, which disclosed 1,170 positions worth $218M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Apple: 56,715 shares worth $13.4M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Financials and Communication Services.
- AmeriFlex Group's largest Q4 2024 buy was Apple: 56,715 shares worth $13.4M.
- AmeriFlex Group's ten largest holdings make up 27% of its $218M portfolio in Q4 2024.
- AmeriFlex Group disclosed 1,170 positions in Q4 2024, its first 13F filing on record.
Based on AmeriFlex Group's 13F filing for Q4 2024, filed 24 Feb 2025.