AFS
Annapolis Financial Services Portfolio holdings
AUM
$338M
1-Year Return
23.49%
This Quarter Return
-12.58%
1 Year Return
+23.49%
3 Year Return
+15%
5 Year Return
–
10 Year Return
–
AUM
$275M
AUM Growth
-$32M
(-10%)
Cap. Flow
+$7.29M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
41.04%
Holding
509
New
20
Increased
87
Reduced
49
Closed
26
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 2.56% |
| 2 | Technology | 1.56% |
| 3 | Communication Services | 1.35% |
| 4 | Healthcare | 1.14% |
| 5 | Consumer Discretionary | 1.09% |
