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
$50.7M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.88M
3
+$1.79M
4
HBIO icon
Harvard Bioscience
HBIO
+$1.71M
5
WPRT
Westport Fuel Systems
WPRT
+$1.18M

Top Sells

1
+$4.52M
2
+$2.29M
3
+$2.19M
4
ATNI icon
ATN International
ATNI
+$1.65M
5
POWL icon
Powell Industries
POWL
+$1.28M

Sector Composition

1 Industrials 28.68%
2 Healthcare 27.99%
3 Technology 16%
4 Communication Services 14.6%
5 Consumer Discretionary 12.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-7,452
27
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28
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-100,000
29
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0
30
– –
-6,000
31
– –
-30,000
32
– –
-169,766
33
– –
0
34
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-20,878
35
– –
-25,000
36
– –
-135,028
37
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-15,000
1
2