APM

Advanced Portfolio Management Portfolio holdings

AUM $35.8M
1-Year Est. Return 8.15%
This Quarter Est. Return
1 Year Est. Return
+8.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.37M
3
+$2.33M
4
CHD icon
Church & Dwight Co
CHD
+$2.18M
5
TRV icon
Travelers Companies
TRV
+$2.15M

Top Sells

1
+$19M
2
+$2.39M
3
+$2.34M
4
BAC icon
Bank of America
BAC
+$2.3M
5
IBN icon
ICICI Bank
IBN
+$2.03M

Sector Composition

1 Technology 22.53%
2 Financials 16.28%
3 Consumer Discretionary 16.21%
4 Industrials 12.12%
5 Materials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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80
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-46,669
81
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-3,897
82
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-45,186
83
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-1,238
84
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-7,239
85
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-6,291
86
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-19,295
87
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-12,532
88
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-17,162
1 2 3
4