AFS
Amtrust Financial Services Portfolio holdings
AUM
$282M
1-Year Return
13.59%
This Quarter Return
+6.91%
1 Year Return
+13.59%
3 Year Return
+48.3%
5 Year Return
+99.7%
10 Year Return
–
AUM
$153M
AUM Growth
-$59.9M
(-28%)
Cap. Flow
-$65.1M
Cap. Flow
% of AUM
-42.51%
Top 10 Holdings %
Top 10 Hldgs %
69.27%
Holding
74
New
15
Increased
7
Reduced
15
Closed
24
Top Buys
| 1 |
S&P Global
SPGI
|
$3.06M |
| 2 |
Grand Canyon Education
LOPE
|
$2.78M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$2.18M |
| 4 |
Cisco
CSCO
|
$2.14M |
| 5 |
NEBUU
Nebula Acquisition Corporation Unit
NEBUU
|
$1.52M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$25.8M |
| 2 |
Mohawk Industries
MHK
|
$6.86M |
| 3 |
Stanley Black & Decker
SWK
|
$6M |
| 4 |
Dollar Tree
DLTR
|
$4.7M |
| 5 |
Burlington
BURL
|
$3.08M |
Sector Composition
| 1 | Financials | 35.71% |
| 2 | Consumer Discretionary | 9.92% |
| 3 | Consumer Staples | 6.55% |
| 4 | Communication Services | 6.5% |
| 5 | Energy | 5.12% |
