AMG

Asset Management Group Portfolio holdings

AUM $618M
1-Year Est. Return 12.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$766K
3
+$359K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$301K
5
NVDA icon
NVIDIA
NVDA
+$222K

Top Sells

1
+$5.7M
2
+$219K
3
+$153K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$130K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$103K

Sector Composition

1 Technology 5.62%
2 Consumer Discretionary 2.6%
3 Consumer Staples 2.42%
4 Financials 2.39%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.03%
17,811
127
– –
-67,799
2 3 4 5
6