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
$220M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$554K
3 +$530K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$503K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$458K

Sector Composition

1 Consumer Staples 3.71%
2 Healthcare 2.43%
3 Financials 2.24%
4 Industrials 2.15%
5 Technology 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,311