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AMCA

Arthur M. Cohen & Associates Portfolio holdings

AUM $563M
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$771K
3
+$450K
4
NVDA icon
NVIDIA
NVDA
+$385K
5
NFLX icon
Netflix
NFLX
+$385K

Top Sells

1
+$2.46M
2
+$2.14M
3
+$1.09M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$856K
5
RBLX icon
Roblox
RBLX
+$825K

Sector Composition

1 Healthcare 27.15%
2 Technology 17.34%
3 Financials 15.79%
4 Consumer Discretionary 8.33%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-3,900
127
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-6,697
128
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-1,570
129
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-1,794
130
– –
-60,336
131
– –
-4,245
132
– –
-2,897
133
– –
-3,510
134
– –
-1,825
135
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-2,200
136
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-9,757
137
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138
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-7,500
139
– –
-6,757
140
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-1,859
2 3 4 5
6