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
$95M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$2.53M
3
+$2.39M
4
CPNG icon
Coupang
CPNG
+$2.02M
5
SHEL icon
Shell
SHEL
+$1.97M

Top Sells

1
+$6.08M
2
+$5.4M
3
+$5.29M
4
VALE icon
Vale
VALE
+$5.15M
5
PYPL icon
PayPal
PYPL
+$4.12M

Sector Composition

1 Healthcare 17.97%
2 Technology 17.16%
3 Financials 10.52%
4 Consumer Discretionary 7.52%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
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