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
$49.6M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.29M
3
+$2.26M
4
CPNG icon
Coupang
CPNG
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.95M

Top Sells

1
+$5.06M
2
+$3.81M
3
+$3.65M
4
UBER icon
Uber
UBER
+$3.62M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Sector Composition

1 Technology 27.97%
2 Financials 15%
3 Consumer Discretionary 11.24%
4 Healthcare 9.82%
5 Materials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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