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
$87.6M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$5M
3
+$3.74M
4
UBER icon
Uber
UBER
+$3.62M
5
MSFT icon
Microsoft
MSFT
+$3.19M

Top Sells

1
+$5.52M
2
+$5.06M
3
+$5M
4
DELL icon
Dell
DELL
+$4.15M
5
RPRX icon
Royalty Pharma
RPRX
+$3.96M

Sector Composition

1 Technology 28.51%
2 Financials 25.45%
3 Consumer Discretionary 11.06%
4 Healthcare 10.76%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-190,000
77
– –
-4,999
78
– –
-5,757
79
– –
-913
80
– –
-23,534
1 2 3
4