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
$95M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$2.53M
3
+$2.39M
4
CPNG icon
Coupang
CPNG
+$2.02M
5
SHEL icon
Shell
SHEL
+$1.97M

Top Sells

1
+$6.08M
2
+$5.4M
3
+$5.29M
4
VALE icon
Vale
VALE
+$5.15M
5
PYPL icon
PayPal
PYPL
+$4.12M

Sector Composition

1 Healthcare 17.97%
2 Technology 17.16%
3 Financials 10.52%
4 Consumer Discretionary 7.52%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.51%
40,000
-110,000
27
$1.35M 1.42%
+26,226
28
$1.3M 1.36%
19,295
+13,157
29
$1.29M 1.36%
+7,500
30
$1.26M 1.33%
+2,750
31
$1.19M 1.25%
75,000
-325,000
32
$807K 0.85%
+20,000
33
$724K 0.76%
+40,000
34
$598K 0.63%
+6,014
35
$563K 0.59%
+12,532
36
$548K 0.58%
+5,016
37
$544K 0.57%
7,037
+526
38
$517K 0.54%
+5,766
39
$514K 0.54%
+45,186
40
$511K 0.54%
+18,956
41
$509K 0.54%
+5,958
42
$508K 0.53%
+12,262
43
$505K 0.53%
+46,669
44
$503K 0.53%
+1,128
45
$495K 0.52%
+3,897
46
$481K 0.51%
+14,938
47
$479K 0.5%
1,926
+212
48
$474K 0.5%
+13,213
49
$465K 0.49%
+2,999
50
$458K 0.48%
3,012
-35,572
1
2
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