AE

AMH Equity Portfolio holdings

AUM $79.8M
1-Year Est. Return 74.55%
This Quarter Est. Return
1 Year Est. Return
+74.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.4M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.52M
3
+$2.8M
4
CNDT icon
Conduent
CNDT
+$2.58M
5
SLV icon
iShares Silver Trust
SLV
+$2.29M

Top Sells

1
+$2.23M
2
+$1.91M
3
+$1.64M
4
POWL icon
Powell Industries
POWL
+$981K
5
ATTO
Atento S.A.
ATTO
+$860K

Sector Composition

1 Industrials 37.56%
2 Healthcare 19.36%
3 Communication Services 16.37%
4 Technology 12.13%
5 Materials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$284K 0.29%
5,414
27
$244K 0.25%
+7,452
28
$87K 0.09%
30,000
-566,742
29
$60K 0.06%
10,088
-139,912
30
$37K 0.04%
152
-1,098
31
– –
0
32
– –
-10,772
33
– –
-74,621
34
– –
0
35
– –
0
36
– –
0
37
– –
0
1
2