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
$455M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$968K
2 +$801K
3 +$447K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$373K
5
DPZ icon
Domino's
DPZ
+$253K

Top Sells

1 +$808K
2 +$234K
3 +$231K
4
IBM icon
IBM
IBM
+$229K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$209K

Sector Composition

1 Technology 5.23%
2 Consumer Discretionary 2.86%
3 Consumer Staples 2.5%
4 Financials 2.4%
5 Healthcare 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$158K 0.03%
17,496
-315
127
-2,999
128
-1,709