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
$487M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$1.96M
3 +$1.36M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.31M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.3M

Sector Composition

1 Technology 4.14%
2 Consumer Staples 2.41%
3 Financials 2.12%
4 Consumer Discretionary 1.82%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.04%
1,969
+8
127
$31K 0.01%
843
128
-863
129
-4,192
130
-1,490