AMR

Asset Management Resources Portfolio holdings

AUM $176M
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$15.4M
3 +$9.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.45M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.65%
2 Communication Services 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 1.43%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$233K 0.2%
+490
52
$231K 0.2%
+985
53
$217K 0.19%
+523
54
$215K 0.19%
+1,388
55
$209K 0.18%
+3,052
56
$204K 0.18%
+4,782