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
$64.8M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.03M
3
+$2.27M
4
DCO icon
Ducommun
DCO
+$1.57M
5
TALO icon
Talos Energy
TALO
+$1.46M

Top Sells

1
+$6.42M
2
+$2.21M
3
+$1.46M
4
ATOM icon
Atomera
ATOM
+$1.45M
5
KMT icon
Kennametal
KMT
+$1.44M

Sector Composition

1 Technology 50.13%
2 Industrials 22.68%
3 Healthcare 11.64%
4 Materials 5.99%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.04M 9.11%
1,100,000
-73,994
2
$4.7M 7.09%
768,109
-31,891
3
$4.58M 6.91%
2,279,339
-560,661
4
$4.01M 6.05%
530,086
-183,600
5
$3.19M 4.8%
+95,400
6
$3.03M 4.58%
+135,000
7
$2.27M 3.43%
+11,000
8
$1.92M 2.89%
3,387,355
+887,355
9
$1.84M 2.77%
66,000
-44,000
10
$1.81M 2.74%
116,909
+6,346
11
$1.77M 2.67%
575,872
-89,128
12
$1.77M 2.66%
25,000
-5,000
13
$1.68M 2.53%
80,000
+10,306
14
$1.66M 2.5%
770,000
+40,000
15
$1.62M 2.44%
80,000
-45,000
16
$1.57M 2.36%
+27,000
17
$1.51M 2.28%
119,430
+59,430
18
$1.46M 2.21%
270,003
-254,997
19
$1.46M 2.2%
+150,000
20
$1.27M 1.92%
80,000
21
$1.14M 1.73%
+252,500
22
$1.01M 1.53%
138,900
23
$932K 1.41%
+119,917
24
$902K 1.36%
+142,000
25
$888K 1.34%
+300,000
1
2 3