AMCA
Arthur M. Cohen & Associates Portfolio holdings
AUM
$566M
This Quarter Return
+11.42%
1 Year Return
+20.09%
3 Year Return
+112.7%
5 Year Return
+181.51%
10 Year Return
–
AUM
$365K
AUM Growth
–
Cap. Flow
+$365K
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.98%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$111K |
| 2 |
Danaher
DHR
|
$28.4K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$26.1K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$15.9K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$15K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 32.41% |
| 2 | Healthcare | 20.43% |
| 3 | Financials | 14.31% |
| 4 | Technology | 8.22% |
| 5 | Consumer Staples | 4.06% |
