AFS

Annapolis Financial Services Portfolio holdings

AUM $338M
1-Year Est. Return 23.49%
This Fund
S&P 500
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 +$217K
2 +$169K
3 +$168K
4
MS icon
Morgan Stanley
MS
+$158K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$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
476
0
477
-4
478
-5