— Know what they know.
Not Investment Advice

MGFIX

AMG GW&K ESG Bond Fund
1W: -0.3% 1M: -2.4% 3M: -2.0% YTD: -1.1% 1Y: +2.6% 3Y: +10.3% 5Y: +0.3%
$21.83
+0.05 (+0.23%)
 
Weekly Expected Move ±0.7%
$21 $21 $22 $22 $22
ETF NASDAQ · AUM $333.8M
ETF-Level Metrics
AUM$334M
Holdings
Top 10 Wt—%
Beta1.04
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 180 104.4%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 180 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 US TREASURY N/B Bond 3.27% $11.4M 15,359,000
2 US TREASURY N/B Bond 2.43% $8.5M 10,968,000
3 Fannie Mae Private 2.24% $7.8M 8,419,447
4 Fannie Mae Private 1.94% $6.8M 6,869,011
5 Fannie Mae Private 1.90% $6.6M 7,010,266
6 Fannie Mae Private 1.76% $6.1M 6,358,946
7 Freddie Mac Private 1.63% $5.7M 5,532,429
8 US TREASURY N/B Bond 1.61% $5.6M 6,760,000
9 Fannie Mae Private 1.60% $5.6M 5,796,811
10 FIXED INCOME CLEARING CORPORATION Private 1.51% $5.2M 5,243,000
11 US TREASURY N/B Bond 1.49% $5.2M 9,097,000
12 Fannie Mae Private 1.45% $5.0M 4,948,947
13 Fannie Mae Private 1.35% $4.7M 4,470,647
14 Fannie Mae Private 1.28% $4.5M 4,573,552
15 US TREASURY N/B Bond 1.13% $3.9M 4,324,000
16 DAIWA CAPITAL MARKETS AMERICA INC. Private 1.10% $3.8M 3,837,088
17 HSBC SECURITIES (USA) INC. Private 1.10% $3.8M 3,837,088
18 Freddie Mac Private 1.10% $3.8M 4,150,759
19 STATE OF WISCONSIN INVESTMENT BOARD Private 1.04% $3.6M 3,631,027
20 Freddie Mac Private 0.99% $3.4M 3,647,015
21 JACOBS ENGINEERING GROUP Private 0.96% $3.3M 3,168,000
22 BANK OF AMERICA CORP Private 0.94% $3.3M 3,050,000
23 CALIFORNIA ST HLTH FACS FING A Private 0.92% $3.2M 3,395,000
24 JOBSOHIO BEVERAGE SYS STWD LIQ Private 0.89% $3.1M 3,700,000
25 Compass Datacenters Issuer II, Private 0.88% $3.1M 3,050,000
26 RBC DOMINION SECURITIES INC. Private 0.86% $3.0M 2,998,824
27 Fannie Mae Private 0.85% $2.9M 2,969,589
28 US TREASURY N/B Bond 0.79% $2.8M 5,625,000
29 CVS HEALTH CORP Private 0.76% $2.6M 2,568,000
30 WHIRLPOOL CORP Private 0.75% $2.6M 2,600,000
31 THE CAMPBELLS COMPANY Private 0.75% $2.6M 2,530,000
32 Freddie Mac Private 0.74% $2.6M 2,620,504
33 BANK OF NY MELLON CORP Private 0.74% $2.6M 2,585,000
34 MUELLER WATER PRODUCTS Private 0.73% $2.6M 2,650,000
35 SK HYNIX INC Private 0.72% $2.5M 2,800,000
36 CALIFORNIA ST Private 0.71% $2.5M 2,030,000
37 GRAPHIC PACKAGING INTERN Private 0.71% $2.5M 2,600,000
38 CENTENE CORP Private 0.71% $2.5M 2,670,000
39 PNC FINANCIAL SERVICES Private 0.70% $2.4M 2,386,000
40 EXELON CORP Private 0.70% $2.4M 2,315,000
41 DUKE ENERGY CORP Private 0.70% $2.4M 2,290,000
42 DOMINION ENERGY INC Private 0.68% $2.4M 2,189,000
43 BANK OF AMERICA CORP Private 0.68% $2.4M 2,775,000
44 TRUIST FINANCIAL CORP Private 0.67% $2.3M 2,213,000
45 CAPITAL ONE FINANCIAL CO Private 0.66% $2.3M 1,950,000
46 FREMF Mortgage Trust Private 0.66% $2.3M 2,300,000
47 CCO HLDGS LLC/CAP CORP Private 0.65% $2.3M 2,500,000
48 Fannie Mae Private 0.65% $2.3M 2,236,017
49 KRAFT HEINZ FOODS CO Private 0.65% $2.3M 2,480,000
50 John Deere Owner Trust Private 0.63% $2.2M 2,206,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms