APM

Advanced Portfolio Management Portfolio holdings

AUM $38.4M
1-Year Est. Return 12.1%
This Quarter Est. Return
1 Year Est. Return
+12.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.63M
3
+$5.57M
4
MSFT icon
Microsoft
MSFT
+$5.32M
5
RPRX icon
Royalty Pharma
RPRX
+$4.61M

Top Sells

1
+$4.42M
2
+$3.78M
3
+$3.36M
4
NU icon
Nu Holdings
NU
+$3.08M
5
LOW icon
Lowe's Companies
LOW
+$3M

Sector Composition

1 Technology 17.79%
2 Financials 16.63%
3 Communication Services 15.85%
4 Consumer Discretionary 15.14%
5 Healthcare 13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.08%
150,000
-390,000
27
$936K 0.85%
+2,190
28
$926K 0.84%
+6,046
29
$923K 0.84%
+1,919
30
$917K 0.84%
+2,288
31
$914K 0.83%
+4,067
32
$897K 0.82%
+18,872
33
$897K 0.82%
+3,149
34
$896K 0.82%
+20,401
35
$892K 0.81%
6,792
-10,708
36
$891K 0.81%
+9,445
37
$882K 0.8%
+8,016
38
$867K 0.79%
+16,306
39
$865K 0.79%
+11,140
40
$741K 0.68%
+5,871
41
$715K 0.65%
+21,920
42
$708K 0.65%
+3,617
43
$705K 0.64%
+2,866
44
$698K 0.64%
+7,095
45
$672K 0.61%
+34,444
46
$666K 0.61%
+3,434
47
$624K 0.57%
+18,913
48
$612K 0.56%
+12,002
49
$586K 0.53%
+16,515
50
$568K 0.52%
+2,449
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