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
$49.6M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.49M
3
+$2.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.29M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$2.25M

Top Sells

1
+$5.06M
2
+$4.09M
3
+$3.65M
4
MSFT icon
Microsoft
MSFT
+$3.63M
5
UBER icon
Uber
UBER
+$3.62M

Sector Composition

1 Technology 27.97%
2 Financials 15%
3 Consumer Discretionary 11.24%
4 Healthcare 9.82%
5 Materials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,000
77
– –
-27,194
1 2 3
4