Latest Amtrust Financial Services, Inc. Stock Portfolio
Amtrust Financial Services, Inc. Performance:
2024 Q3: 2.64%YTD: 7.55%2023: 8.69%
Performance for 2024 Q3 is 2.64%, and YTD is 7.55%, and 2023 is 8.69%.
About Amtrust Financial Services, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Amtrust Financial Services, Inc. reported an equity portfolio of $216.9 Millions as of 30 Sep, 2024.
The top stock holdings of Amtrust Financial Services, Inc. are IJR, VB, AAXJ. The fund has invested 35% of it's portfolio in ISHARES TR and 30.2% of portfolio in VANGUARD INDEX FDS.
The top stock holdings of Amtrust Financial Services, Inc. are IJR, VB, AAXJ. The fund has invested 35% of it's portfolio in ISHARES TR and 30.2% of portfolio in VANGUARD INDEX FDS.
Amtrust Financial Services, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Amtrust Financial Services, Inc. made a return of 2.64% in the last quarter. In trailing 12 months, it's portfolio return was 12.63%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| arbor realty trust inc | 50.38 |
Additions to existing portfolio by Amtrust Financial Services, Inc.
Reductions
Sold off
Sector Distribution
Amtrust Financial Services, Inc. has about 98.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98.9 |
Market Cap. Distribution
Amtrust Financial Services, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98.9 |
Stocks belong to which Index?
About 1.1% of the stocks held by Amtrust Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98.9 |
| RUSSELL 2000 | 1.1 |
Amtrust Financial Services, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Amtrust Financial Services, Inc.
Amtrust Financial Services, Inc. has 12 stocks in it's portfolio. LMND proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Amtrust Financial Services, Inc. last quarter.
Last Reported on: 04 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 8.93 | 367,800 | 19,368,300 | unchanged | 0.00 | ||
| ABR | arbor realty trust inc | 0.37 | 794,000 | 810,000 | added | 50.38 | ||
| BIL | spdr ser tr | 4.20 | 270,400 | 9,115,180 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 3.02 | 250,600 | 6,550,680 | unchanged | 0.00 | ||
| BXMT | blackstone mortgage trust in | 4.08 | 9,286,000 | 8,861,000 | unchanged | 0.00 | ||
| CLPR | clipper rlty inc | 0.61 | 231,949 | 1,322,110 | unchanged | 0.00 | ||
| IJR | ishares tr | 35.05 | 131,800 | 76,024,900 | unchanged | 0.00 | ||
| IJR | ishares tr | 4.60 | 98,560 | 9,981,170 | unchanged | 0.00 | ||
| IJR | ishares tr | 2.26 | 22,200 | 4,903,760 | unchanged | 0.00 | ||
| LMND | lemonade inc | 0.43 | 56,644 | 934,060 | unchanged | 0.00 | ||
| VB | vanguard index fds | 30.16 | 124,000 | 65,431,100 | unchanged | 0.00 | ||
| VB | vanguard index fds | 5.56 | 45,800 | 12,058,700 | unchanged | 0.00 | ||
| ishares bitcoin trust etf | 0.58 | 35,000 | 1,264,550 | unchanged | 0.00 | |||
| ge healthcare technologies i | 0.14 | 3,125 | 293,281 | unchanged | 0.00 | |||