AI

Amplify Investments Portfolio holdings

AUM $5.58M
1-Year Est. Return 47.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93M
AUM Growth
+$258K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$30.5K
2
+$27.2K
3
+$23.6K
4
WOR icon
Worthington Enterprises
WOR
+$20.3K
5
APD icon
Air Products & Chemicals
APD
+$20.3K

Top Sells

1
+$54.8K
2
+$50.6K
3
+$13.5K
4
FANG icon
Diamondback Energy
FANG
+$13.5K
5
NEE icon
NextEra Energy
NEE
+$12.6K

Sector Composition

1 Energy 79.47%
2 Industrials 9.06%
3 Utilities 7.23%
4 Materials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$356K 9.05%
5,614
+266
2
$317K 8.07%
11,200
3
$314K 8%
6,230
4
$301K 7.67%
6,034
5
$285K 7.25%
7,126
+644
6
$184K 4.68%
938
7
$169K 4.3%
3,108
-1,092
8
$160K 4.08%
9,338
+1,554
9
$158K 4.03%
1,400
10
$149K 3.79%
8,162
+560
11
$140K 3.56%
700
12
$139K 3.53%
3,528
13
$134K 3.4%
1,582
-154
14
$133K 3.39%
5,068
-560
15
$115K 2.92%
686
16
$106K 2.71%
7,504
+2,142
17
$102K 2.59%
434
18
$100K 2.55%
2,702
19
$98.3K 2.5%
2,660
+700
20
$89.4K 2.27%
2,212
21
$87.8K 2.23%
322
+70
22
$82.3K 2.1%
1,484
+322
23
$70.9K 1.8%
2,814
24
$32.7K 0.83%
448
25
$26.8K 0.68%
252
-504
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