Amh Equity LTD Portfolio Holdings by Sector
Amh Equity LTD
- $97 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Communication Equipment | Technology
PWFL LTRX DGII JNPR INFN HPE AMPG AKTS 8 stocks |
$18,863
19.44% of portfolio
|
  5  
|
  1  
|
  4  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
TWIN THR CVV 3 stocks |
$18,278
18.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
ORN 1 stocks |
$11,123
11.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH LPTH MTEK CPSH MEI 5 stocks |
$10,646
10.97% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
1
Puts
|
Medical Instruments & Supplies | Healthcare
HBIO 1 stocks |
$9,854
10.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
CNDT 1 stocks |
$5,408
5.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
UEIC 1 stocks |
$4,924
5.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
SWBI SWBI 2 stocks |
$2,951
3.04% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
1
Calls
0
Puts
|
Semiconductors | Technology
VSH 1 stocks |
$2,494
2.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
MYGN 1 stocks |
$2,345
2.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
IRIX XTNT ICAD 3 stocks |
$2,152
2.22% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASYS ATOM 2 stocks |
$1,931
1.99% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
UAA UA 2 stocks |
$1,814
1.87% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$1,543
1.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
SCYX 1 stocks |
$970
1.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
PFIE 1 stocks |
$925
0.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
LUNA 1 stocks |
$802
0.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|