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
51
$34.2K 0.04%
77,198
-113,302
52
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-20,000
53
– –
-333,000
54
– –
-174,666
55
– –
-82,800
56
– –
0
57
– –
-54,765
58
– –
-250,000
59
– –
-164,418
60
– –
-125,000
61
– –
0
62
– –
0
63
– –
-33,000
64
– –
-686
1 2
3