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
$93.3M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.58M
3
+$2.71M
4
TBRG icon
TruBridge
TBRG
+$2.69M
5
FRSX
Foresight Autonomous Holdings
FRSX
+$1.33M

Top Sells

1
+$4.76M
2
+$3.27M
3
+$3.18M
4
ASPN icon
Aspen Aerogels
ASPN
+$3.14M
5
MCHP icon
Microchip Technology
MCHP
+$2.34M

Sector Composition

1 Industrials 33.6%
2 Healthcare 31.97%
3 Technology 27.49%
4 Consumer Discretionary 3.2%
5 Utilities 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$377K 0.34%
+89,661
27
$261K 0.23%
79,594
-998,463
28
$228K 0.21%
25
-14
29
$196K 0.18%
104,409
+10,449
30
– –
-362,970
31
– –
-236,447
32
– –
-265
33
– –
-407
34
– –
0
35
– –
0
36
– –
0
37
– –
-300
38
– –
0
39
– –
-47,285
40
– –
-203
41
– –
-200
42
– –
-1,927
43
– –
0
44
– –
-19,620
45
– –
-34,250
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