AMG
Asset Management Group Portfolio holdings
AUM
$574M
This Quarter Return
+6.69%
1 Year Return
+10.7%
3 Year Return
+42.39%
5 Year Return
+71.19%
10 Year Return
+127.17%
AUM
$571M
AUM Growth
+$571M
(+6.4%)
Cap. Flow
+$3.35M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
34%
Holding
137
New
5
Increased
64
Reduced
57
Closed
2
Top Buys
| 1 |
Deckers Outdoor
DECK
|
$2.27M |
| 2 |
W.R. Berkley
WRB
|
$1.11M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$946K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$698K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$506K |
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
$524K |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$393K |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$303K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$281K |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$244K |
Sector Composition
| 1 | Technology | 5.76% |
| 2 | Consumer Discretionary | 3.38% |
| 3 | Financials | 2.82% |
| 4 | Consumer Staples | 2.12% |
| 5 | Communication Services | 1.97% |
