AMG
Asset Management Group Portfolio holdings
AUM
$574M
This Quarter Return
-1.17%
1 Year Return
+10.7%
3 Year Return
+42.39%
5 Year Return
+71.19%
10 Year Return
+127.17%
AUM
$222M
AUM Growth
+$222M
(+2.9%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
38.45%
Holding
99
New
7
Increased
56
Reduced
27
Closed
–
Top Buys
| 1 |
PepsiCo
PEP
|
$1.54M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.25M |
| 3 |
ProShares Ultra S&P500
SSO
|
$1.17M |
| 4 |
Darden Restaurants
DRI
|
$1.1M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$977K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$306K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$101K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$99.9K |
| 4 |
Walt Disney
DIS
|
$84.6K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$71.1K |
Sector Composition
| 1 | Consumer Staples | 3.48% |
| 2 | Industrials | 2.72% |
| 3 | Healthcare | 2.57% |
| 4 | Technology | 2.12% |
| 5 | Communication Services | 1.92% |
