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
$244M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$938K
3 +$885K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$547K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$417K

Sector Composition

1 Consumer Staples 4.15%
2 Financials 2.5%
3 Healthcare 2.28%
4 Technology 2.13%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-650