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
$276M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$771K
2 +$644K
3 +$437K
4
CHTR icon
Charter Communications
CHTR
+$303K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$278K

Top Sells

1 +$248K
2 +$238K
3 +$236K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$234K
5
AIZ icon
Assurant
AIZ
+$69.7K

Sector Composition

1 Consumer Staples 3.64%
2 Technology 2.74%
3 Healthcare 2.63%
4 Financials 2.34%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$233K 0.08%
+1,971
102
$219K 0.08%
+1,395
103
$212K 0.08%
+1,898
104
$205K 0.07%
2,164
-736