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
$360M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.96M
3
+$4.37M
4
PEG icon
Public Service Enterprise Group
PEG
+$4.34M
5
SHOP icon
Shopify
SHOP
+$4.09M

Top Sells

1
+$17.3M
2
+$5.29M
3
+$4.59M
4
HCA icon
HCA Healthcare
HCA
+$4.27M
5
SKX
Skechers
SKX
+$3.22M

Sector Composition

1 Technology 24.97%
2 Financials 14.16%
3 Industrials 11.21%
4 Consumer Discretionary 10.75%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.28%
1,958
+258
52
$984K 0.27%
6,806
-13
53
$913K 0.25%
5,212
+19
54
$910K 0.25%
12,063
+1,225
55
$880K 0.24%
4,004
-19
56
$806K 0.22%
6,361
+2,918
57
$797K 0.22%
15,818
+3,870
58
$796K 0.22%
5,178
-218
59
$785K 0.22%
4,015
-115
60
$736K 0.2%
3,909
-518
61
$730K 0.2%
3,046
-244
62
$662K 0.18%
1,882
-149
63
$632K 0.17%
3,501
+1,518
64
$615K 0.17%
4,302
-324
65
$548K 0.15%
935
+10
66
$495K 0.14%
+5,010
67
$494K 0.14%
2,742
-45
68
$493K 0.14%
7,223
-1,793
69
$487K 0.13%
3,536
+758
70
$483K 0.13%
13,353
-947
71
$446K 0.12%
4,642
-108
72
$430K 0.12%
4,441
+74
73
$392K 0.11%
3,646
-233
74
$390K 0.11%
+2,081
75
$365K 0.1%
+2,785
1 2
3
4