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
$52.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$4.18M
3 +$3.78M
4
GM icon
General Motors
GM
+$3.67M
5
TSM icon
TSMC
TSM
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Energy 20.37%
2 Financials 20.05%
3 Consumer Discretionary 16.17%
4 Technology 9.45%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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