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
$316M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$712K
3 +$631K
4
AIZ icon
Assurant
AIZ
+$397K
5
IBB icon
iShares Biotechnology ETF
IBB
+$251K

Top Sells

1 +$687K
2 +$172K
3 +$158K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$86.4K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$40.1K

Sector Composition

1 Technology 3.96%
2 Consumer Staples 3.08%
3 Financials 2.41%
4 Healthcare 1.77%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$251K 0.08%
+1,839
102
$245K 0.08%
+4,090
103
$245K 0.08%
1,428
+13
104
$228K 0.07%
+8,814
105
$214K 0.07%
+4,380
106
$213K 0.07%
2,265
+22
107
$210K 0.07%
+9,060
108
$208K 0.07%
+916
109
$139K 0.04%
4,093
+6