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
$35.8M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.74M
3
+$1.52M
4
D icon
Dominion Energy
D
+$1.51M
5
MELI icon
Mercado Libre
MELI
+$1.4M

Top Sells

1
+$3.01M
2
+$2.26M
3
+$2.07M
4
CPNG icon
Coupang
CPNG
+$1.97M
5
CCL icon
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
– –
-10,000
52
– –
-75,000
1 2
3