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
$238M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.8M
3
+$3.54M
4
FISV
Fiserv Inc
FISV
+$3.01M
5
TTD icon
Trade Desk
TTD
+$2.74M

Top Sells

1
+$5.03M
2
+$4.87M
3
+$4.87M
4
TT icon
Trane Technologies
TT
+$4.04M
5
RF icon
Regions Financial
RF
+$2.97M

Sector Composition

1 Technology 20.32%
2 Industrials 13.71%
3 Consumer Discretionary 9.55%
4 Financials 9.18%
5 Communication Services 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-576
77
– –
-20,434
1 2 3
4