AMG

Asset Management Group Portfolio holdings

AUM $574M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$837K
2 +$778K
3 +$332K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$304K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Top Sells

1 +$291K
2 +$213K
3 +$78.4K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$59.7K
5
VUG icon
Vanguard Growth ETF
VUG
+$53K

Sector Composition

1 Consumer Staples 3.71%
2 Healthcare 3.02%
3 Technology 1.99%
4 Communication Services 1.69%
5 Financials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.12%
3,743
77
$205K 0.11%
+650
78
$91K 0.05%
10,000
79
-3,782
80
-7,669