AFWM

AMJ Financial Wealth Management Portfolio holdings

AUM $413M
1-Year Est. Return 34.42%
This Quarter Est. Return
1 Year Est. Return
+34.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.21M
3
+$6.42M
4
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$6.37M
5
DLTR icon
Dollar Tree
DLTR
+$6.36M

Top Sells

1
+$6.5M
2
+$2.85M
3
+$2.84M
4
NVO icon
Novo Nordisk
NVO
+$2.59M
5
PDD icon
Pinduoduo
PDD
+$2.42M

Sector Composition

1 Consumer Staples 18.57%
2 Utilities 11.76%
3 Consumer Discretionary 8.3%
4 Healthcare 7.24%
5 Technology 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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63
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