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

Top Buys

1
+$2.14M
2
+$1.91M
3
+$1.79M
4
ASTL icon
Algoma Steel
ASTL
+$1.41M
5
UEIC icon
Universal Electronics
UEIC
+$1.24M

Top Sells

1
+$4.18M
2
+$3.04M
3
+$2.45M
4
ORN icon
Orion Group Holdings
ORN
+$2.12M
5
DGII icon
Digi International
DGII
+$1.31M

Sector Composition

1 Technology 34.24%
2 Industrials 28.3%
3 Healthcare 19.02%
4 Materials 7.45%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-180,000
52
– –
-20,000
53
– –
0
1 2
3