AMG

Asset Management Group Portfolio holdings

AUM $618M
1-Year Est. Return 12.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$994K
2 +$857K
3 +$636K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$401K
5
DPZ icon
Domino's
DPZ
+$394K

Top Sells

1 +$487K
2 +$355K
3 +$350K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$223K
5
DIS icon
Walt Disney
DIS
+$206K

Sector Composition

1 Consumer Staples 3.52%
2 Financials 2.45%
3 Healthcare 2.28%
4 Technology 2.22%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$190K 0.07%
14,413
+209
102
-1,493
103
-2,472