APIM
Agate Pass Investment Management Portfolio holdings
AUM
$244M
This Quarter Return
+8.21%
1 Year Return
+16.21%
3 Year Return
+53.11%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+17%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
8.18%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
100
New
16
Increased
38
Reduced
31
Closed
3
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$3.29M |
| 2 |
Fiserv
FI
|
$3.2M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.74M |
| 4 |
Leggett & Platt
LEG
|
$1.08M |
| 5 |
Linde
LIN
|
$989K |
Top Sells
Sector Composition
| 1 | Technology | 19.86% |
| 2 | Healthcare | 16.03% |
| 3 | Financials | 7.65% |
| 4 | Consumer Discretionary | 5.68% |
| 5 | Communication Services | 5.18% |
