APM

Advanced Portfolio Management Portfolio holdings

AUM $32.8M
1-Year Est. Return 6.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.64%
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
+$5.68M
2
+$5.23M
3
+$4.28M
4
NU icon
Nu Holdings
NU
+$3.66M
5
CCL icon
Carnival Corp
CCL
+$3.51M

Top Sells

1
+$5.1M
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