APGC

A.P. Gilfoyle & Co Portfolio holdings

AUM $2.29M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537K
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$160K
2
+$150K
3
+$116K
4
TSLA icon
Tesla
TSLA
+$40.7K
5
AAPL icon
Apple
AAPL
+$39.2K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 30.41%
2 Financials 29.75%
3 Healthcare 21.63%
4 Consumer Discretionary 10.91%
5 Technology 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$160K 29.75%
+450
2
$150K 27.91%
+200
3
$116K 21.63%
+250
4
$40.7K 7.58%
+200
5
$39.2K 7.3%
+218
6
$17.9K 3.32%
+100
7
$13.5K 2.51%
+150