AMG
APS Management Group Portfolio holdings
AUM
$117M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$3.92M
(+3.5%)
Holding
79
Top Buys
| 1 | +$8.15M | |
| 2 | +$7.04M | |
| 3 | +$3.27M | |
| 4 |
Dimensional Global Credit ETF
DGCB
|
+$500K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$480K |
Top Sells
| 1 | +$6.85M | |
| 2 | +$3.12M | |
| 3 | +$3.06M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.71M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.42M |
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Industrials | 0.75% |
| 3 | Real Estate | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Dividend Appreciation ETF
VIG
$105B
| $202K | 0.17% |
+919
|
|
||
77
Invesco S&P MidCap Momentum ETF
XMMO
$5.27B
| $202K | 0.17% |
+1,456
|
|
||
78
Synopsys
SNPS
$78.6B
| – | – |
-61,481
|
|
||
79
State Street Blackstone Senior Loan ETF
SRLN
$6.35B
| – | – |
-7,044
|
|