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
$109M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.63M
3
+$5.57M
4
MSFT icon
Microsoft
MSFT
+$5.32M
5
RPRX icon
Royalty Pharma
RPRX
+$4.61M

Top Sells

1
+$4.42M
2
+$3.78M
3
+$3.36M
4
NU icon
Nu Holdings
NU
+$3.08M
5
LOW icon
Lowe's Companies
LOW
+$3M

Sector Composition

1 Technology 17.79%
2 Financials 16.63%
3 Communication Services 15.85%
4 Consumer Discretionary 15.14%
5 Healthcare 13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
103
– –
0
104
– –
0
105
– –
0
1 2 3 4
5