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
$278M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$875K
2 +$684K
3 +$510K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$338K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$263K

Sector Composition

1 Consumer Staples 3.69%
2 Financials 2.55%
3 Healthcare 2.38%
4 Technology 2.31%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$209K 0.08%
+1,094
102
$202K 0.07%
+1,363
103
$201K 0.07%
+632
104
-1,830
105
-14,413