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
$204M
AUM Growth
+$96.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$20.3M
3
+$10.1M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$9.87M
5
SWN
Southwestern Energy Company
SWN
+$3.55M

Top Sells

1
+$2.91M
2
+$2.8M
3
+$2.36M
4
MCD icon
McDonald's
MCD
+$2.19M
5
DHI icon
D.R. Horton
DHI
+$1.89M

Sector Composition

1 Financials 32.56%
2 Consumer Discretionary 6.83%
3 Technology 4.6%
4 Consumer Staples 3.21%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-100,000
103
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-10,000
104
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-25,000
105
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-10,000
106
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-50,000
107
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-41,666
108
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-16,666
109
– –
-637,817
110
– –
-42,200
1 2 3 4
5