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
$97.5M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.43M
3
+$1.74M
4
CRGY icon
Crescent Energy
CRGY
+$1.46M
5
ATOM icon
Atomera
ATOM
+$1.45M

Top Sells

1
+$2.19M
2
+$1.37M
3
+$1.14M
4
THR icon
Thermon Group Holdings
THR
+$1.09M
5
GDOT icon
Green Dot
GDOT
+$936K

Sector Composition

1 Technology 41.01%
2 Industrials 22.61%
3 Healthcare 14.3%
4 Energy 9.12%
5 Materials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$952K 0.94%
+372,000
27
$842K 0.83%
501,121
28
$803K 0.79%
+80,000
29
$758K 0.75%
626,052
+26,052
30
$671K 0.66%
+60,000
31
$647K 0.64%
180,792
-29,208
32
$624K 0.61%
+200,000
33
$608K 0.6%
125,000
+25,000
34
$602K 0.59%
80,000
-20,000
35
$564K 0.56%
44,500
-2,800
36
$536K 0.53%
+832,000
37
$468K 0.46%
150,000
+50,000
38
$466K 0.46%
235,345
-464,655
39
$438K 0.43%
+250,000
40
$426K 0.42%
+45,336
41
$419K 0.41%
116,500
+17,295
42
$386K 0.38%
+21,641
43
$368K 0.36%
+341,200
44
$365K 0.36%
38,000
-41,520
45
$333K 0.33%
+244,694
46
$324K 0.32%
67,129
-99,070
47
$250K 0.25%
136,643
-159,409
48
$224K 0.22%
41,175
-208,825
49
$155K 0.15%
+116,300
50
$128K 0.13%
12,000
-88,000
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