APM

Advanced Portfolio Management Portfolio holdings

AUM $32.8M
1-Year Est. Return 6.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.09M
3
+$2.09M
4
SPGI icon
S&P Global
SPGI
+$2.08M
5
BA icon
Boeing
BA
+$2.04M

Top Sells

1
+$19M
2
+$2.39M
3
+$2.34M
4
BAC icon
Bank of America
BAC
+$2.09M
5
IBN icon
ICICI Bank
IBN
+$2.03M

Sector Composition

1 Technology 22.53%
2 Financials 16.28%
3 Consumer Discretionary 16.21%
4 Industrials 12.12%
5 Materials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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