AMC
Asset Management Corp Portfolio holdings
AUM
$128M
This Quarter Return
+6.21%
1 Year Return
-2.88%
3 Year Return
+44.58%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-4.6%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-9.67%
Top 10 Holdings %
Top 10 Hldgs %
36.1%
Holding
160
New
13
Increased
33
Reduced
71
Closed
27
Top Buys
| 1 |
Tesla
TSLA
|
$1.46M |
| 2 |
American Tower
AMT
|
$832K |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
$629K |
| 4 |
Vanguard Extended Market ETF
VXF
|
$584K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$537K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.33M |
| 2 |
Honeywell
HON
|
$1.12M |
| 3 |
Crocs
CROX
|
$1.1M |
| 4 |
Johnson & Johnson
JNJ
|
$1.04M |
| 5 |
Coca-Cola
KO
|
$981K |
Sector Composition
| 1 | Technology | 18.03% |
| 2 | Financials | 13.69% |
| 3 | Healthcare | 13.4% |
| 4 | Consumer Discretionary | 10.15% |
| 5 | Communication Services | 6.19% |
