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
$95M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$2.51M
3
+$2.18M
4
CPNG icon
Coupang
CPNG
+$2.06M
5
SHEL icon
Shell
SHEL
+$1.97M

Top Sells

1
+$6.08M
2
+$5.29M
3
+$4.99M
4
VALE icon
Vale
VALE
+$4.66M
5
PYPL icon
PayPal
PYPL
+$3.85M

Sector Composition

1 Healthcare 17.97%
2 Technology 17.16%
3 Financials 10.52%
4 Consumer Discretionary 7.52%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-1,043
102
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103
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-5,262
104
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-1,870
105
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-37,110
106
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-3,780
107
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-3,554
108
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-1,604
109
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0
110
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-6,642
111
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112
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-3,733
113
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-185,000
114
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-22,500
115
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0
116
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-6,898
117
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0
118
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-7,644
119
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-40,000
1 2 3 4
5