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
$87.6M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$5M
3
+$3.74M
4
UBER icon
Uber
UBER
+$3.62M
5
MSFT icon
Microsoft
MSFT
+$3.19M

Top Sells

1
+$5.52M
2
+$5.06M
3
+$5M
4
DELL icon
Dell
DELL
+$4.15M
5
RPRX icon
Royalty Pharma
RPRX
+$3.96M

Sector Composition

1 Technology 28.51%
2 Financials 25.45%
3 Consumer Discretionary 11.06%
4 Healthcare 10.76%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.75M 6.57%
13,733
+7,632
2
$5.54M 6.32%
76,134
-18,955
3
$5.06M 5.78%
+10,000
4
$5M 5.71%
+165,000
5
$4.88M 5.57%
37,964
-6,036
6
$3.74M 4.27%
+150,000
7
$3.65M 4.17%
800,000
+50,000
8
$3.62M 4.13%
+60,000
9
$3.26M 3.72%
13,815
+47
10
$2.96M 3.38%
+32,000
11
$2.85M 3.25%
+275,000
12
$2.65M 3.03%
15,000
+9,684
13
$2.53M 2.89%
11,429
-24,914
14
$2.49M 2.85%
+10,000
15
$2.37M 2.71%
65,000
-65,100
16
$2.21M 2.52%
+20,000
17
$2.1M 2.4%
25,000
-20,597
18
$2.02M 2.31%
+2,494
19
$1.37M 1.57%
+1,275
20
$1.34M 1.53%
+7,293
21
$1.33M 1.52%
+17,193
22
$1.32M 1.51%
+2,066
23
$1.31M 1.5%
+7,887
24
$1.3M 1.49%
+4,520
25
$1.29M 1.47%
+9,321
1
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