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
$49.6M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.29M
3
+$2.26M
4
CPNG icon
Coupang
CPNG
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.95M

Top Sells

1
+$5.06M
2
+$3.81M
3
+$3.65M
4
UBER icon
Uber
UBER
+$3.62M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Sector Composition

1 Technology 27.97%
2 Financials 15%
3 Consumer Discretionary 11.24%
4 Healthcare 9.82%
5 Materials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.01M 6.06%
+50,000
2
$2.99M 6.03%
27,630
-10,334
3
$2.29M 4.61%
+50,000
4
$2.26M 4.55%
+85,000
5
$2.07M 4.17%
67,500
-97,500
6
$1.97M 3.98%
+90,000
7
$1.95M 3.94%
100,000
-50,000
8
$1.95M 3.94%
+12,500
9
$1.95M 3.93%
+30,000
10
$1.92M 3.87%
+125,000
11
$1.88M 3.78%
11,000
-4,000
12
$1.82M 3.66%
4,837
-8,896
13
$1.81M 3.64%
+15,000
14
$1.79M 3.61%
175,000
-100,000
15
$1.66M 3.35%
+10,000
16
$1.65M 3.32%
8,668
-2,761
17
$1.6M 3.22%
22,500
-53,634
18
$1.36M 2.74%
6,116
-7,699
19
$902K 1.82%
10,940
-4,580
20
$902K 1.82%
+1,693
21
$899K 1.81%
+8,176
22
$781K 1.57%
+5,048
23
$749K 1.51%
75,000
-5,000
24
$676K 1.36%
+6,186
25
$656K 1.32%
+5,934
1
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