AFS

Annapolis Financial Services Portfolio holdings

AUM $338M
1-Year Est. Return 23.49%
This Quarter Est. Return
1 Year Est. Return
+23.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Sells

1 +$222K
2 +$170K
3 +$169K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$168K
5
NFLX icon
Netflix
NFLX
+$148K

Sector Composition

1 Financials 2.84%
2 Communication Services 2.31%
3 Technology 1.79%
4 Consumer Discretionary 1.33%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
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190
+40
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$6K ﹤0.01%
62