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
$137M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.53M
3
+$1.16M
4
LW icon
Lamb Weston
LW
+$801K
5
COST icon
Costco
COST
+$756K

Top Sells

1
+$3.8M
2
+$2.12M
3
+$2.09M
4
NYT icon
New York Times
NYT
+$2.02M
5
FOUR icon
Shift4
FOUR
+$1.89M

Sector Composition

1 Consumer Discretionary 9.42%
2 Technology 5.65%
3 Energy 4.93%
4 Industrials 4.33%
5 Real Estate 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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