AFS
Amtrust Financial Services Portfolio holdings
AUM
$282M
1-Year Return
13.59%
This Quarter Return
+36.29%
1 Year Return
+13.59%
3 Year Return
+48.3%
5 Year Return
+99.7%
10 Year Return
–
AUM
$108M
AUM Growth
+$17.2M
(+19%)
Cap. Flow
-$4.43M
Cap. Flow
% of AUM
-4.11%
Top 10 Holdings %
Top 10 Hldgs %
74.35%
Holding
83
New
42
Increased
1
Reduced
9
Closed
23
Top Buys
| 1 |
Lowe's Companies
LOW
|
$3.32M |
| 2 |
BJs Wholesale Club
BJ
|
$2.91M |
| 3 |
Target
TGT
|
$2.36M |
| 4 |
D.R. Horton
DHI
|
$1.89M |
| 5 |
LOTZ
CarLotz, Inc. Class A Common Stock
LOTZ
|
$1.64M |
Top Sells
| 1 |
National Vision
EYE
|
$4.21M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$3.61M |
| 3 |
New York Times
NYT
|
$3.49M |
| 4 |
Clorox
CLX
|
$2.19M |
| 5 |
PayPal
PYPL
|
$1.87M |
Sector Composition
| 1 | Financials | 57.74% |
| 2 | Consumer Discretionary | 16.65% |
| 3 | Consumer Staples | 5.87% |
| 4 | Technology | 3.76% |
| 5 | Industrials | 3.7% |
