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
201
$203K 0.09%
+2,612
202
$202K 0.09%
+1,226
203
$199K 0.09%
+4,715
204
$199K 0.09%
+4,596
205
$198K 0.09%
+1,960
206
$195K 0.09%
+598
207
$193K 0.09%
+1,897
208
$193K 0.09%
+3,646
209
$190K 0.09%
+1,032
210
$186K 0.09%
+17,736
211
$178K 0.08%
+3,096
212
$174K 0.08%
+2,720
213
$172K 0.08%
+17,080
214
$172K 0.08%
+1,929
215
$172K 0.08%
+2,425
216
$172K 0.08%
+3,110
217
$171K 0.08%
+1,891
218
$170K 0.08%
+1,576
219
$169K 0.08%
+2,706
220
$168K 0.08%
+725
221
$167K 0.08%
+5,509
222
$164K 0.08%
+3,606
223
$164K 0.08%
+2,226
224
$164K 0.08%
+3,350
225
$164K 0.07%
+1,597