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
$108M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.91M
3
+$2.36M
4
DHI icon
D.R. Horton
DHI
+$1.89M
5
LOTZ
CarLotz, Inc. Class A Common Stock
LOTZ
+$1.64M

Top Sells

1
+$4.21M
2
+$3.6M
3
+$3.49M
4
CLX icon
Clorox
CLX
+$2.19M
5
PYPL icon
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 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-100,000
77
– –
-10,000
78
– –
-125,000
79
– –
-50,000
80
– –
-42,200
81
– –
-25,000
82
– –
-208,476
83
– –
-47,500
1 2 3
4