The BalancedInvestor Club

AFMC Market Analysis

Overview

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$161.9M
Expense ratio0.68%
Dividend yield0.69%
InceptionDec 3, 2019

Top holdings (227 total)

#NameWeight
1
FLEX
Flex ltd
1.93%
2
BWA
Borgwarner inc
1.45%
3
MLI
Mueller Industries inc
1.27%
4
CASY
Casey's General Stores inc
1.22%
5
AA
Alcoa Corp
1.07%
6
n/a
Technipfmc plc
1.05%
7
CHRD
Chord Energy Corp Ordinary Shares new
1.03%
8
FHI
Federated Hermes inc Class b
1.02%
9
EXEL
Exelixis inc
0.97%
10
NTCT
Netscout Systems inc
0.95%
Page 1 of 23 · 227 total

Sector breakdown

#NameWeight
1
Industrials
22.80%
2
Information Technology
17.30%
3
Financials
11.90%
4
Consumer Discretionary
11.20%
5
Healthcare
8.90%
6
Materials
5.20%
7
Energy
4.60%
8
Consumer Staples
3.30%
9
Utilities
2.00%
10
Communication Services
1.50%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

Page 1 of 3 · 50 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer