AE

AMH Equity Portfolio holdings

AUM $67.9M
1-Year Est. Return 31.9%
This Quarter Est. Return
1 Year Est. Return
+31.9%
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
– –
-15,000
27
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0
28
– –
-11,000
29
– –
-16,532
30
– –
-7,452
31
– –
-66,000
32
– –
-100,000
33
– –
0
34
– –
-6,000
35
– –
-30,000
36
– –
-169,766
37
– –
0
1
2