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
$267M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$858K
3 +$659K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$412K
5
DPZ icon
Domino's
DPZ
+$402K

Top Sells

1 +$470K
2 +$361K
3 +$360K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$227K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$202K

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