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

Top Buys

1
+$7.36M
2
+$1.93M
3
+$1.9M
4
KMT icon
Kennametal
KMT
+$1.6M
5
CRGY icon
Crescent Energy
CRGY
+$1.36M

Top Sells

1
+$2.19M
2
+$1.37M
3
+$1.18M
4
THR icon
Thermon Group Holdings
THR
+$1.11M
5
IHRT icon
iHeartMedia
IHRT
+$983K

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 0.98%
+372,000
27
$842K 0.86%
501,121
28
$803K 0.82%
+80,000
29
$758K 0.78%
626,052
+26,052
30
$671K 0.69%
+60,000
31
$647K 0.66%
180,792
-29,208
32
$624K 0.64%
+200,000
33
$608K 0.62%
125,000
+25,000
34
$602K 0.62%
80,000
-20,000
35
$564K 0.58%
44,500
-2,800
36
$536K 0.55%
+832,000
37
$468K 0.48%
150,000
+50,000
38
$466K 0.48%
235,345
-464,655
39
$438K 0.45%
+250,000
40
$426K 0.44%
+45,336
41
$419K 0.43%
116,500
+17,295
42
$386K 0.4%
+21,641
43
$368K 0.38%
+341,200
44
$365K 0.37%
38,000
-41,520
45
$333K 0.34%
+244,694
46
$324K 0.33%
67,129
-99,070
47
$250K 0.26%
136,643
-159,409
48
$224K 0.23%
41,175
-208,825
49
$155K 0.16%
+116,300
50
$128K 0.13%
12,000
-88,000
1
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