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
876
$5.87K ﹤0.01%
+157
877
$5.83K ﹤0.01%
+128
878
$5.83K ﹤0.01%
+34
879
$5.8K ﹤0.01%
+194
880
$5.79K ﹤0.01%
+92
881
$5.64K ﹤0.01%
+175
882
$5.5K ﹤0.01%
+26
883
$5.49K ﹤0.01%
+175
884
$5.48K ﹤0.01%
+6
885
$5.45K ﹤0.01%
+87
886
$5.41K ﹤0.01%
+634
887
$5.41K ﹤0.01%
+250
888
$5.33K ﹤0.01%
+143
889
$5.28K ﹤0.01%
+28
890
$5.25K ﹤0.01%
+27
891
$5.2K ﹤0.01%
+391
892
$5.2K ﹤0.01%
+200
893
$5.2K ﹤0.01%
+41
894
$5.18K ﹤0.01%
+620
895
$5.17K ﹤0.01%
+129
896
$5.15K ﹤0.01%
+42
897
$5.13K ﹤0.01%
+15
898
$5.09K ﹤0.01%
+117
899
$5.06K ﹤0.01%
+133
900
$5.02K ﹤0.01%
+103