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
51
$508K 0.46%
+5,574
52
$502K 0.46%
+1,323
53
$490K 0.45%
+1,335
54
$485K 0.44%
+5,302
55
$483K 0.44%
+7,767
56
$453K 0.41%
+2,143
57
$430K 0.39%
+23,177
58
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