AFS

Amtrust Financial Services Portfolio holdings

AUM $316M
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.94M
3
+$2.63M
4
PRKS icon
United Parks & Resorts
PRKS
+$1.82M
5
SKY icon
Champion Homes
SKY
+$1.76M

Top Sells

1
+$6.23M
2
+$4.49M
3
+$3.6M
4
SPGI icon
S&P Global
SPGI
+$2.51M
5
CIVI
Civitas Resources
CIVI
+$2.13M

Sector Composition

1 Financials 38.85%
2 Consumer Discretionary 15.9%
3 Real Estate 10.27%
4 Industrials 6.4%
5 Technology 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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64
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65
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66
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68
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-49,785
69
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