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

Top Buys

1
+$19M
2
+$2.53M
3
+$2.39M
4
CPNG icon
Coupang
CPNG
+$2.02M
5
SHEL icon
Shell
SHEL
+$1.97M

Top Sells

1
+$6.08M
2
+$5.4M
3
+$5.29M
4
VALE icon
Vale
VALE
+$5.15M
5
PYPL icon
PayPal
PYPL
+$4.12M

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
– –
-6,431
102
– –
-4,115
103
– –
-1,920
104
– –
-1,847
105
– –
-27,500
106
– –
-6,311
107
– –
-2,282
108
– –
-2,449
109
– –
-75,000
110
– –
0
111
– –
-38,584
112
– –
-40,000
113
– –
-15,000
114
– –
-2,113
115
– –
-3,859
116
– –
-1,398
117
– –
-3,053
118
– –
-3,984
119
– –
-2,040
1 2 3 4
5