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
$115M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.29M
3
+$5.2M
4
ROK icon
Rockwell Automation
ROK
+$4.13M
5
GM icon
General Motors
GM
+$2.8M

Top Sells

1
+$5.57M
2
+$4.52M
3
+$3.93M
4
VOD icon
Vodafone
VOD
+$3.54M
5
LNG icon
Cheniere Energy
LNG
+$2.07M

Sector Composition

1 Financials 23.11%
2 Technology 20.9%
3 Consumer Discretionary 17.64%
4 Communication Services 9.36%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
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