AMG FQ Tax-Managed U.S. Equity Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 2 5
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.87 1.87
Stocks 97.99 97.99
Bonds 0.0 0.0
Other 0.14 0.14
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 2.71
Exxon Mobil Corporation XOM 1.46 2.48
Berkshire Hathaway Inc Class B BRK.B 7.32 2.3
Directv DTV 23.52 2.22
International Business Machines Corp IBM 0.44 2.18
Visa Inc Class A V -3.43 2.09
MasterCard Inc Class A MA -9.33 2.07
Chevron Corp CVX 6.16 2.01
Alaska Air Group Inc ALK 34.02 1.92
Pfizer Inc PFE -0.1 1.87

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