APM

Advanced Portfolio Management Portfolio holdings

AUM $35.8M
1-Year Est. Return 8.15%
This Quarter Est. Return
1 Year Est. Return
+8.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.37M
3
+$2.33M
4
CHD icon
Church & Dwight Co
CHD
+$2.18M
5
TRV icon
Travelers Companies
TRV
+$2.15M

Top Sells

1
+$19M
2
+$2.39M
3
+$2.34M
4
BAC icon
Bank of America
BAC
+$2.3M
5
IBN icon
ICICI Bank
IBN
+$2.03M

Sector Composition

1 Technology 22.53%
2 Financials 16.28%
3 Consumer Discretionary 16.21%
4 Industrials 12.12%
5 Materials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.79M 9.05%
11,388
+320
2
$4.41M 8.32%
25,702
+2,968
3
$3.64M 6.88%
120,000
-15,000
4
$2.6M 4.91%
+10,296
5
$2.37M 4.48%
+37,502
6
$2.33M 4.41%
+6,367
7
$2.27M 4.29%
9,307
+7,666
8
$2.26M 4.26%
62,926
+50,664
9
$2.18M 4.12%
+20,935
10
$2.15M 4.06%
+9,332
11
$2.14M 4.03%
11,840
+8,828
12
$2.1M 3.96%
13,888
+10,642
13
$2.05M 3.87%
+11,366
14
$2.04M 3.86%
+4,801
15
$1.96M 3.7%
+21,454
16
$1.93M 3.65%
+43,934
17
$1.92M 3.62%
+9,924
18
$1.89M 3.57%
10,747
+8,821
19
$1.64M 3.09%
+24,944
20
$682K 1.29%
+5,781
21
$553K 1.04%
9,898
+1,814
22
$540K 1.02%
14,250
-60,750
23
$538K 1.02%
+2,688
24
$532K 1.01%
+1,807
25
$517K 0.98%
+10,514
1
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