AFS

Amtrust Financial Services Portfolio holdings

AUM $301M
1-Year Est. Return 15.42%
This Quarter Est. Return
1 Year Est. Return
+15.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.6M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.98M
3
+$2.77M
4
PYPL icon
PayPal
PYPL
+$2.61M
5
CLX icon
Clorox
CLX
+$2.19M

Top Sells

1
+$1.77M
2
+$1.53M
3
+$1.52M
4
BABA icon
Alibaba
BABA
+$1.31M
5
DG icon
Dollar General
DG
+$991K

Sector Composition

1 Financials 43.87%
2 Consumer Discretionary 17.77%
3 Technology 7.93%
4 Consumer Staples 4.56%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-27,496
52
– –
-4,000
53
– –
-29,000
54
– –
-6,560
55
– –
-44,800
56
– –
-6,400
57
– –
-7,680
58
– –
-2,200
59
– –
-5,000
60
– –
-12,500
1 2
3