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
$75.9M
AUM Growth
+$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.19M
3
+$1.57M
4
ML
MoneyLion Inc.
ML
+$1.37M
5
IHRT icon
iHeartMedia
IHRT
+$1.29M

Top Sells

1
+$4.57M
2
+$3.04M
3
+$2.45M
4
ORN icon
Orion Group Holdings
ORN
+$1.59M
5
DGII icon
Digi International
DGII
+$1.14M

Sector Composition

1 Technology 34.24%
2 Industrials 28.3%
3 Healthcare 19.46%
4 Materials 7.45%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-144,100
52
– –
-110,000
53
– –
-500,000
1 2
3