AE

AMH Equity Portfolio holdings

AUM $79.8M
1-Year Est. Return 78.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$2.37M
2 +$2.35M
3 +$2.15M
4
LUNA
Luna Innovations Incorporated
LUNA
+$1.13M
5
CNDT icon
Conduent
CNDT
+$822K

Sector Composition

1 Healthcare 27.9%
2 Industrials 24.84%
3 Technology 23.1%
4 Consumer Discretionary 11.82%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-60,000