APM
Advanced Portfolio Management Portfolio holdings
AUM
$35.8M
1-Year Est. Return
8.15%
1 Year Est. Return
+8.15%
AUM
$35.8M
AUM Growth
-$13.8M
(-28%)
Holding
52
Top Buys
| 1 | +$1.72M | |
| 2 | +$1.57M | |
| 3 | +$1.56M | |
| 4 |
UnitedHealth
UNH
|
+$1.56M |
| 5 |
Dominion Energy
D
|
+$1.55M |
Top Sells
| 1 | +$3.01M | |
| 2 | +$2.26M | |
| 3 | +$2.07M | |
| 4 |
Coupang
CPNG
|
+$1.97M |
| 5 |
Carnival Corp
CCL
|
+$1.95M |
Sector Composition
| 1 | Technology | 28.6% |
| 2 | Industrials | 13.1% |
| 3 | Healthcare | 12.04% |
| 4 | Financials | 9.58% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Coherent
COHR
$18.3B
| – | – |
-30,000
|
|
||
|
52
Coupang
CPNG
$56.9B
| – | – |
-90,000
|
|