AMG
Asset Management Group Portfolio holdings
AUM
$574M
This Quarter Return
-0.56%
1 Year Return
+10.7%
3 Year Return
+42.39%
5 Year Return
+71.19%
10 Year Return
+127.17%
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.33%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.7M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$9.27M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$7.64M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.73M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 3.36% |
| 2 | Healthcare | 2.55% |
| 3 | Communication Services | 1.79% |
| 4 | Financials | 0.82% |
| 5 | Consumer Discretionary | 0.73% |
