AFS

Amtrust Financial Services Portfolio holdings

AUM $282M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
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
+$2.91M
2
+$1.55M
3
+$1.18M
4
LW icon
Lamb Weston
LW
+$807K
5
COST icon
Costco
COST
+$791K

Top Sells

1
+$3.8M
2
+$2.16M
3
+$2.1M
4
NYT icon
New York Times
NYT
+$2.02M
5
FOUR icon
Shift4
FOUR
+$1.87M

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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