APM
Advanced Portfolio Management Portfolio holdings
AUM
$35.8M
This Quarter Return
-6.7%
1 Year Return
+8.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+4.9%)
Cap. Flow
+$8.19M
Cap. Flow
% of AUM
7.15%
Top 10 Holdings %
Top 10 Hldgs %
47.23%
Holding
110
New
45
Increased
12
Reduced
9
Closed
36
Top Buys
| 1 |
Vale
VALE
|
$5.36M |
| 2 |
Truist Financial
TFC
|
$5.29M |
| 3 |
ICICI Bank
IBN
|
$5.2M |
| 4 |
Rockwell Automation
ROK
|
$4.13M |
| 5 |
General Motors
GM
|
$2.8M |
Top Sells
| 1 |
UBS Group
UBS
|
$5.57M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$4.52M |
| 3 |
New Fortress Energy
NFE
|
$3.93M |
| 4 |
Vodafone
VOD
|
$3.54M |
| 5 |
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% |
