AM
Account Management Portfolio holdings
AUM
$91.1M
This Quarter Return
+7.5%
1 Year Return
+22.46%
3 Year Return
+89.72%
5 Year Return
–
10 Year Return
–
AUM
$65.4M
AUM Growth
+$65.4M
(+7.9%)
Cap. Flow
+$1.51M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
74.17%
Holding
25
New
1
Increased
–
Reduced
3
Closed
–
Top Buys
| 1 |
First Solar
FSLR
|
$1.83M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$42.6K |
| 2 |
Blackstone
BX
|
$13.1K |
Sector Composition
| 1 | Financials | 37.59% |
| 2 | Technology | 16.6% |
| 3 | Communication Services | 8.77% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Energy | 3.81% |
