AFWM

AMJ Financial Wealth Management Portfolio holdings

AUM $413M
1-Year Est. Return 34.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.78M
3
+$8.09M
4
MGM icon
MGM Resorts International
MGM
+$6.76M
5
META icon
Meta Platforms (Facebook)
META
+$6.71M

Top Sells

1
+$15.3M
2
+$15.1M
3
+$6.25M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.51M
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$3.42M

Sector Composition

1 Technology 18.5%
2 Industrials 15.49%
3 Consumer Discretionary 9.94%
4 Financials 8.84%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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87
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-146,000
88
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4